Scott Wolbaum

Senior Financial Advisor @CIBC

Regina, SK, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2022 — Present

Senior Financial Advisor @CIBC

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Regina, SK, CA

EDUCATION

2010 — 2013

University of Regina

Bachelor of Business Administration (BBA)

2007 — 2009

Monterey Peninsula College

Associate's degree

SKILLS

Employee BenefitsInvestment StrategiesMutual FundsRetirement PlanningDisability InsuranceAsset AllocationCritical IllnessLife Insurance

ABOUT SCOTT WOLBAUM

I graduated from the University of Regina with a Bachelor of Business Administration with a major in finance in 2013, and jumped right into this amazing career. I received my Certified Executor Advisor designation in 2015 and am currently working towards my Certified Financial Planner designation. I love helping people and it shows. I have built a great book of business filled with clients of all ages, shapes and sizes. Whether you are buying a house, saving for retirement or protecting your family and income. My clients get get value, vision and professional service. I work with you to customize a sound financial plan that meets your specific needs.

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Scott Wolbaum — Senior Financial Advisor at CIBC in Regina, SK, CA | Unifers