Deborah Baum Email & Phone Number

My first job right out of college was on Wall Street, and I was immediately intrigued by the psychology of money. I built my career studying the behaviors of people when they make and lose money; run toward a trend or against it. They’re always trying to solve the puzzle and predict the next big thing. One of my biggest career takeaways is that providing financial confidence for yourself and your family is not a trend and does not have to be based on market predictions; financial confidence can be implemented and monitored with little risk. This principle has become the foundation of my practice as a Financial Advisor; I help my clients create financial confidence, starting with financial protection.Over the last 15 years, I have developed a focus in working with medical professionals. I help Residents, Interns and Fellows create a foundation to their financial plan, helping them find and implement Specialty-Specific Disability Insurance. As they progress in their career, we continue to build and modify their financial plan as needed. I love working with new physicians, business owners, and individuals. I run my practice with enthusiasm and integrity and enjoy helping people find their own path toward financial independence.When I’m not working, I enjoy spending time with my family. I adore my dog Zeus, and love teaching him useless tricks. I strive to meditate, exercise and diet consistently; and keep a mindset of every day is a new day.If I could be of service to you in any way, please don’t hesitate to reach out.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity./COMPLIANCE:2023-5689/

Listed skills include Financial Advisor, Asset Management, Disability Insurance, Physician Planning, and 4 others.

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  Financial Advisor

  Wealth Advisory Group Llc

  Jul 1989 - Present - New York, Ny, Us

  Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Wealth Advisory Group, LLC is not an affiliate or subsidiary of PAS or Guardian. Wealth Advisory Group, LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. California License #0B17681

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  Brooklyn College

  Economics