Jason Baum, CFP®, CFA®, ChFC®
Designations and Licenses
Jason is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Analyst® and a Chartered Financial Consultant®. He also holds health and life insurance licenses in the state of Florida.
Experience and Education
Jason provides clients with comprehensive wealth management services to help them achieve their goals. Using a collaborative approach, he provides integrated planning and strategies that incorporate investments, retirement planning, tax and estate planning, and risk management. In addition, Jason has extensive experience in small-business planning and generational wealth transfer strategies.
Prior to joining Mariner Wealth Advisors, Jason was a financial advisor for Rehmann specializing in comprehensive financial planning, portfolio management, insurance planning and estate planning. Before that, he was a financial planner for Ciccarelli Advisory Services, where he was responsible for comprehensive financial planning and portfolio management and was a member of the investment committee.
Jason has an MBA from William Howard Taft University. He is a member of the CFA Society of Naples and the Financial Planning Association of Southwest Florida.
Away from the office, Jason enjoys traveling, attending sporting events, reading and playing guitar. He is a supporter of various environmental and wildlife conservation organizations.