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Welcome to Baumann Financial

Retirement Planning Services

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I offer comprehensive financial services and pension planning services to individuals and small and mid-size businesses.  I am firmly committed to helping my clients improve their long-term financial success.  I like to work closely with my clients to offer a customized program that is designed to help grow, protect, and conserve your wealth.  My core value is to deliver a high level of personalized service and expertise to my clients’ individual and family situations.

I encourage you to explore this site and learn more about the services provided. Should you have any questions or would like more information, please feel free to email me at [email protected] or call me at (310) 709-4237 / (818) 991-8871, x 125.   I look forward to hearing from you.

Additional Services

Services offered through Robert Baumann, CFP® Financial:

  • Insurance planning for estate or wealth transfer planning
  • Business insurance for buy/sell, key man or retirement needs
  • Business retirement plans (Profit Sharing, Defined Benefit, Cash Balance,
    401k, SEP/SIMPLE, 412i, etc.)
  • Disability and LTC services
  • Referral to other Los Angeles area professionals and services.

Services offered through Lincoln Financial Securities Corporation:

  • Financial planning (fee-based and hourly consulting)
  • Mutual funds, annuities, securities and brokerage accounts
  • Fee-based asset and investment management services

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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