Brad Baumann
Regional Planning Consultant @Fidelity Investments
Los Angeles, CA, US
EMAILS
b••••••••@fidelity.com
MOBILE NUMBERS
+18•••••••59
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WORK HISTORY
Nov 2018 — Present
Regional Planning Consultant @Fidelity Investments
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Los Angeles, CA, US
EDUCATION
N/A
College for Financial Planning
CFP®
N/A
UC Irvine
Financial Planning Residency Program
N/A
San Diego State University-California State University
Business Administration, Business Economics
N/A
University of California, Santa Barbara
BA
SKILLS
WealthAsset ManagementStrategyInvestmentsAsset AllocationSmall BusinessInvestment AdvisoryWealth Management ServicesFinancial GoalsInheritanceLeadership401kPersonal Financial PlanningCertified Financial PlannerHigh Net Worth IndividualsCapital ManagementRefinanceInvestment StrategiesFinancial AdvisoryFinanceRetirementStrategic Financial PlanningFinancial PlannersRetirement PlanningTerm Life InsuranceCash FlowFinancial ServicesEntrepreneurshipFinancial PlanningMortgage LendingWealth ManagementPortfolio ManagementEstate Planning
ABOUT BRAD BAUMANN
Regional Planning Consultant and Certified Financial Planner™ As a professional…
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