Brad Baumann

Brad Baumann, CFP®, has extensive experience in financial planning and wealth management, serving as Vice President of Advisory Services at OneWest Bank from October 2013 to October 2016, where responsibilities included providing financial and retirement income planning on a fiduciary basis. After a brief period as an independent Certified Financial Planner from October 2016 to November 2018, Brad has been a Regional Planning Consultant at Fidelity Investments since November 2018. Prior experience also includes roles at Critical Capital Management, Inc. from 2008 to September 2013, focusing on comprehensive fee-based financial planning and assisting clients navigating life transitions. Educational credentials include a CFP® from the College for Financial Planning, a Financial Planning Residency Program from UC Irvine, and a BA in Business with concentrations in Economics, Psychology, and Sociology from the University of California, Santa Barbara, along with a degree in Business Administration focusing on Business Economics from San Diego State University.