James Baumgardner, CFP®, is currently a VP Regional Planning Consultant at Fidelity Investments, where they collaborate with clients to develop comprehensive financial plans tailored to individual needs. Previously, they served as a Financial Consultant and held various roles within the company since 2019. Beyond finance, James has a rich background in music, having performed as a tenor and lead singer for over fifteen years, and is a former Vocal Music Director at Battle Mountain High School. They hold a Master of Music in Vocal Performance from the University of Colorado at Boulder, along with a Bachelor of Music in Music Teacher Education, and completed the CFP® Education Program at Northwestern University.
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