Saul Baumann, CFP®, AIF®
Investment Consultant at Allodium Investment Consultants- Claim this Profile
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Bio
Credentials
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Accredited Investment Fiduciary (AIF®)
Fi360, A Broadridge company -
Certified Financial Planner (CFP)
CFP Board -
NAPFA - Registered Financial Advisor Certification
National Association of Personal Financial Advisors
Experience
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Allodium Investment Consultants
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United States
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Investment Management
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1 - 100 Employee
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Investment Consultant
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Jan 2021 - Present
Allodium is a fee-only, registered investment advisor providing investment management services to individuals and families. I specialize in comprehensive financial planning, retirement planning, investment management and estate planning. Allodium is a CEFEX-certified firm and we provide fiduciary services to institutional clients such as foundations, endowments and trusts. Allodium is a fee-only, registered investment advisor providing investment management services to individuals and families. I specialize in comprehensive financial planning, retirement planning, investment management and estate planning. Allodium is a CEFEX-certified firm and we provide fiduciary services to institutional clients such as foundations, endowments and trusts.
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Everest Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Certified Financial Planner
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May 2020 - Jan 2021
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Laurel Wealth Planning
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United States
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Financial Services
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1 - 100 Employee
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Wealth Manager
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Oct 2013 - May 2020
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Financial Advisor
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Jan 2012 - Oct 2013
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Education
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1998 - 2001
Carleton College
BA -
1997 - 1998
Colorado College
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Minnesota State University, Mankato
Community
