Deep Enrich
Brian Baum, CFP®, CKA®
Sales Consultant
529 followers
Charlotte, North Carolina, United States
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About me
Senior Financial Planner at Family Wealth Partners
Education
Charlotte Christian School
-
Liberty University
2002 - 2005Bachelor's degree Business, Finance, Management, Marketing, and Related Support Services, Sales
Experience
Yellowbook
Feb 2006 - Sept 2008Sales Consultant
Impact Media Systems
Sept 2008 - Mar 2017VP of Sales and Marketing
Vanguard
Mar 2017 - Mar 2024Senior Financial Advisor
Oct 2021 - Mar 2024Financial Advisor
Apr 2020 - Oct 2021Senior Investment Consultant
Aug 2018 - Apr 2020Business Development and Investment Consultant
Mar 2017 - Aug 2018
Family Wealth Partners
Mar 2024 - nowSenior Financial PlannerWe serve families on their financial journey so they can pursue a fulfilled life and maximize their impact.Investment Advice offered through Family Wealth Partners, a registered investment advisor.
Licenses & Certifications
.webp)
Series 65
FINRA (Financial Industry Regulatory Authority)Series 7
FINRA (Financial Industry Regulatory Authority)
Certified Kingdom Advisor(R)
Kingdom AdvisorsSept 2024Series 63
FINRA (Financial Industry Regulatory Authority)
Certified Financial Planner (CFP)
CFP BoardFeb 2020
Volunteer Experience
Volunteer Coordinator
Issued by Project 658Associated with Brian Baum, CFP®, CKA®Teaching and Volunteer Opportunities
Issued by Carmel Baptist Church on Sept 2008Associated with Brian Baum, CFP®, CKA®
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