Andrew Baumgartner

Andrew Baumgartner Email and Phone Number

Financial Advisor @ UBS
California, United States
Andrew Baumgartner's Location
San Francisco Bay Area, United States
Andrew Baumgartner's Contact Details

Andrew Baumgartner work email

Andrew Baumgartner personal email

n/a
About Andrew Baumgartner

๐—–๐—ผ๐—ป๐˜€๐—ถ๐—ฑ๐—ฒ๐—ฟ ๐—บ๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—ฒ๐—ฟ๐˜€๐—ผ๐—ป๐—ฎ๐—น ๐—–๐—™๐—ข โ€“ someone who manages your wealth and helps shape and simplify the complexities of your balance sheet. My process is to be a partner and sounding board on all financial matters and personal family decisions.I guide my clients through lifeโ€™s critical milestones. I understand how complex, nuanced, and time-consuming financial and succession planning can be, and I aim to optimize at every step. My specialties include stock award optimization, liquidity & exit navigation, tax minimization, private investment opportunities, and trust & estate planning. I can help you:1. ๐—จ๐—ป๐—น๐—ผ๐—ฐ๐—ธ ๐˜†๐—ผ๐˜‚๐—ฟ ๐˜๐—ถ๐—บ๐—ฒ. Structure and oversee your wealth management plan so you can focus on what is most important to you.2. ๐—š๐—ฟ๐—ผ๐˜„ ๐˜†๐—ผ๐˜‚๐—ฟ ๐˜„๐—ฒ๐—ฎ๐—น๐˜๐—ต. Analyze your balance sheet, optimize your taxes, and help you navigate complex capital markets for investment.3. ๐—•๐˜‚๐—ถ๐—น๐—ฑ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—น๐—ฒ๐—ด๐—ฎ๐—ฐ๐˜†. Facilitate your estate planning needs for today and establish sophisticated wealth and charitable strategies for tomorrow.If you're an entrepreneur, executive or early employee looking to secure your financial future, reach out to me at andrew.baumgartner@ubs.com or call me at (415) 656-6743.

Andrew Baumgartner's Current Company Details
UBS

Ubs

View
Financial Advisor
California, United States
Website:
nyftyfitness.com
Employees:
28
Andrew Baumgartner Work Experience Details
  • Ubs
    Financial Advisor
    Ubs
    California, United States
  • Ubs
    Financial Advisor
    Ubs Jun 2022 - Present
  • Bny Mellon Wealth Management
    Senior Director โ€“ West Executive Leadership Team | Senior Wealth Manager
    Bny Mellon Wealth Management Jan 2019 - Jun 2022
    San Francisco, California, United States
  • Bny Mellon Wealth Management
    Senior Director | Senior Wealth Manager
    Bny Mellon Wealth Management Nov 2016 - Jan 2019
    San Francisco, California, United States
  • Wells Fargo Advisors
    Vice President | Financial Advisor
    Wells Fargo Advisors Oct 2009 - Nov 2016
    Beverly Hills, California, United States
  • Wells Fargo
    Associate | Investment Management Analyst
    Wells Fargo Jul 2007 - Oct 2009
    Beverly Hills, California, United States

Andrew Baumgartner Education Details

Frequently Asked Questions about Andrew Baumgartner

What company does Andrew Baumgartner work for?

Andrew Baumgartner works for Ubs

What is Andrew Baumgartner's role at the current company?

Andrew Baumgartner's current role is Financial Advisor.

What is Andrew Baumgartner's email address?

Andrew Baumgartner's email address is an****@****lon.com

What schools did Andrew Baumgartner attend?

Andrew Baumgartner attended University Of California, Los Angeles, Yale School Of Management.

Who are Andrew Baumgartner's colleagues?

Andrew Baumgartner's colleagues are Flloyd Rewa, Ethan Harro.

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