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Jason Baum

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Jason Baum | CFP®, ChFC®, MBA| Financial Advisor

Naples, FL | 239.254.5057 | Email | LinkedIn
Service Areas | Comprehensive Financial Planning, Retirement Income & Cash Flow Planning, Investment Portfolio Design & Analysis, Insurance Planning & Analysis, Corporate Retirement & Compensation Plans

Jason is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Rehmann Financial. He is based in the Naples, Florida office.

Experience

Jason began his financial services career in 2005 and has experience serving clients both locally and nationally. Jason believes in applying a proactive and common-sense approach to financial planning. He has assisted a broad spectrum of individuals and families by helping them improve their financial futures and well-being. Jason's commitment to his clients is demonstrated through lifelong learning and education, and his desire to help others while doing what he loves. Whether advising families and individuals during the beginning of their planning or those in retirement, Jason understands the unique financial challenges and opportunities represented in each stage of life.

Jason holds the Series 7, 63 and 66 securities registrations, life and health insurance licenses and variable contracts licensure. He attended the The American College and received his CFP® certification and the ChFC® (Chartered Financial Consultant®) designation.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Fixed insurance services offered through Rehmann Insurance Group LLC not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or an investment advisor.

Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Thought Leadership