Matt Baumann's Location
Sacramento, CA, US
Matt Baumann's Work
- Regional Vice President @ Fisher Investments
- Wealth Manager at Creative Planning, Inc @ Creative Planning
- Investment Counselor @ Fisher Investments
Matt Baumann's Education
- Bellevue University
Master Of Business Administration (Finance)
2010 - 2012 - University of Nebraska - Lincoln2005 - 2010
Matt Baumann's Skills
- Wealth Management
- Series 65
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Investment Strategies
- Fixed Income
- Equities
- Retirement Planning
- Series 7
Matt Baumann's Summary
Matt Baumann, based in Sacramento, CA, US, is currently a Regional Vice President at Fisher Investments, bringing experience from previous roles at Creative Planning Inc. and Fisher Investments. Matt Baumann holds a 2010 - 2012 Master Of Business Administration in Finance @ Bellevue University. With a robust skill set that includes Wealth Management, Series 65, Asset Allocation, Portfolio Management, Investment Advisory and more, Matt Baumann contributes valuable insights to the industry. Matt Baumann has 5 emails and 1 mobile phone number on RocketReach.
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