Baobab Wealth Management
Baobab Wealth is a full service financial planning firm specializing in Retirement Planning and Retirement Income planning. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. We can help you address: Investing principles and strategies Retirement investing and distribution strategies Risk management analysis We also can answer your questions, including: Can I retire early? Are my investments working hard enough? How much do I need to retire? Am I on track for the retirement that I want? There is never any cost or obligation to have a consultation to see if we may be of service to you. The Baobab tree is also known as the ‘Tree of Life’ and is native to the African Savannah. Its silhouette is well known globally thanks to its prominent role in Disney’s Lion King. Its fruit is a 100% natural superfood that releases energy, strengthens the immunes system and improves digestive health. The Baobab Tree can live for up to years. The analogy with this outstanding tree resonates with Baobab Wealth Management's approach towards financial planning. Baobab Wealth Management and Baobab Wealth Abroad are DBA names of Baobab Wealth LLC, a Florida state Registered Investment Advisor.
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
268
organic / mo
Sign up free to see all 3 verified contacts at Baobab Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JM
James Miller
Financial Advisor and Owner · Finance & Accounting
EmailPhone - SP
Sonja Puetzer
Co-owner · General Business & Management
EmailPhone - SP
Sonja Puetzer
Co-owner and Chief Compliance Officer · Other
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Baobab Wealth Management
3 distinct titles indexed · top 3 shown.
- 1co-owner
- 1co-owner and chief compliance officer
- 1financial advisor and owner
Sign up to unlock all 3 contacts at Baobab Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Baobab Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.