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Jason Baum

Jason Baum

Jason Baum | CFP®, ChFC®, MBA | Advisor | Wealth Management

Naples, FL | 239.254.5057 | Email | LinkedIn
Service Areas | Comprehensive financial planning, retirement income and cash flow planning, investment analysis and portfolio design, risk management and insurance planning & analysis, corporate retirement and compensation plans

Jason develops creative strategies that help clients work toward success, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning and accounting needs along the way.

Experience

Jason began his financial services career in 2005 and has supported high net worth individuals and their families, business owners, healthcare professionals and corporate executives. He has extensive knowledge of investment portfolio development, retirement income strategies, tax-efficient investing, insurance and annuity contracts and qualified and non-qualified retirement plans.

Jason received the CFP® certification from the Certified Financial Planner™ Board of Standards and the ChFC® designation from the American College. He holds the Series 7, 63 and 66 securities registrations, life and health insurance licenses and variable contracts licensure. Jason keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.

A Closer Look

  • Jason is an active member of the Financial Planning Association of Southwest Florida, P.A.C.E - The American College, and the CFP® Board.
  • Jason believes in applying a proactive and common-sense approach to financial planning and 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.

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

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 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. 6609 Willow Park Drive, Suite 100, Naples, FL 34109 | 239.254.5057