Verified recordFinancial Services

Brian Baum

Senior Financial Planner at Family Wealth Partners

Based in Charlotte, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Charlotte

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

b•••••••@fwpnc.com

Phone

5 credits

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Background

About Brian Baum

I am a Senior Financial Planner at Family Wealth Partners where our team serves individuals, families, and business owners through comprehensive, values-based financial planning. At Family Wealth Partners we believe that managing your wealth doesn’t have to mean more stress. Investment Advice offered through Family Wealth Partners, a registered investment advisor.

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