News

Rehmann’s Jason Baum, CFA, CFP, ChFC®, MBA, has earned the highest credential in the global investment management industry of Chartered Financial Analyst® (CFA) and is now a CFA® charterholder.

The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. The CFA Institute is a global association of investment professionals.

“The Rehmann team is incredibly proud of Jason for this outstanding accomplishment,” said Brett Nesbit, managing principal at Rehmann. “We commend Jason’s commitment to his clients and his continued aspirations to grow as a finance professional. We look forward to seeing the positive impact of his far-reaching work.”

Joining Rehmann as a Certified Financial Planner and financial advisor in 2015, Baum’s service areas include financial planning, retirement income and cash flow planning, investment analysis and portfolio design, risk management, insurance planning and analysis, and corporate retirement and compensation plans. To proactively guide each client, Baum works with a cross-functional team to consider tax law and efficiencies, estate planning and accounting needs.

Baum began his financial services career in 2005 and has supported high net worth individuals and their families, business owners, healthcare professionals, and corporate executives. Baum is an active member of the Financial Planning Association of Southwest Florida, CFA Society Naples, Professional Achievement in Continuing Education (PACE) at The American College, and the Certified Financial Planner Board.

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