Brian Baum, Cfp®, Cka®

Brian Baum, Cfp®, Cka® Email and Phone Number

Senior Financial Planner at Family Wealth Partners @ Family Wealth Partners
Brian Baum, Cfp®, Cka®'s Location
Charlotte, North Carolina, United States, United States
Brian Baum, Cfp®, Cka®'s Contact Details

Brian Baum, Cfp®, Cka® work email

Brian Baum, Cfp®, Cka® personal email

About Brian Baum, Cfp®, Cka®

I am a Senior Financial Planner at Family Wealth Partners where our team serves individuals, families, and business owners through comprehensive, values-based financial planning. At Family Wealth Partners we believe that managing your wealth doesn’t have to mean more stress. Investment Advice offered through Family Wealth Partners, a registered investment advisor.

Brian Baum, Cfp®, Cka®'s Current Company Details
Family Wealth Partners

Family Wealth Partners

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Senior Financial Planner at Family Wealth Partners
Brian Baum, Cfp®, Cka® Work Experience Details
  • Family Wealth Partners
    Senior Financial Planner
    Family Wealth Partners Mar 2024 - Present
    Charlotte Metro
    We serve families on their financial journey so they can pursue a fulfilled life and maximize their impact.Investment Advice offered through Family Wealth Partners, a registered investment advisor.
    View
  • Vanguard
    Senior Financial Advisor
    Vanguard Oct 2021 - Mar 2024
    Charlotte, North Carolina, United States
    View
  • Vanguard
    Financial Advisor
    Vanguard Apr 2020 - Oct 2021
    View
  • Vanguard
    Senior Investment Consultant
    Vanguard Aug 2018 - Apr 2020
    Charlotte, North Carolina
    View
  • Vanguard
    Business Development And Investment Consultant
    Vanguard Mar 2017 - Aug 2018
    Charlotte, North Carolina
    View
  • Impact Media Systems
    Vp Of Sales And Marketing
    Impact Media Systems Sep 2008 - Mar 2017
    Charlotte, North Carolina Area
    View
  • Yellowbook
    Sales Consultant
    Yellowbook Feb 2006 - Sep 2008

Brian Baum, Cfp®, Cka® Skills

Sales New Business Development Customer Service Account Management Social Media Marketing Sales Management Online Marketing Marketing Strategy Business Development Medical Devices Seo Leadership Multimedia Dental Sales Small Business Sem Selling Cold Calling Social Media Public Speaking Dentistry Technology Dental Software Contract Negotiation Marketing

Brian Baum, Cfp®, Cka® Education Details

  • Liberty University
    Liberty University
    Business, Finance, Management, Marketing, And Related Support Services, Sales
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  • Charlotte Christian School
    Charlotte Christian School

Frequently Asked Questions about Brian Baum, Cfp®, Cka®

What company does Brian Baum, Cfp®, Cka® work for?

Brian Baum, Cfp®, Cka® works for Family Wealth Partners

What is Brian Baum, Cfp®, Cka®'s role at the current company?

Brian Baum, Cfp®, Cka®'s current role is Senior Financial Planner at Family Wealth Partners.

What is Brian Baum, Cfp®, Cka®'s email address?

Brian Baum, Cfp®, Cka®'s email address is bm****@****ail.com

What is Brian Baum, Cfp®, Cka®'s direct phone number?

Brian Baum, Cfp®, Cka®'s direct phone number is +170445*****

What schools did Brian Baum, Cfp®, Cka® attend?

Brian Baum, Cfp®, Cka® attended Liberty University, Charlotte Christian School.

What are some of Brian Baum, Cfp®, Cka®'s interests?

Brian Baum, Cfp®, Cka® has interest in Family, Teaching, Entrepreneur, Technology, Triathlons, Running, Coaching Soccer, The Boston Marathon, Volunteer Service Opportunities.

What skills is Brian Baum, Cfp®, Cka® known for?

Brian Baum, Cfp®, Cka® has skills like Sales, New Business Development, Customer Service, Account Management, Social Media Marketing, Sales Management, Online Marketing, Marketing Strategy, Business Development, Medical Devices, Seo, Leadership.

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