Investment Advisor Representative
Lincoln Financial Securities Corporation
Robert Baumann, CFP®, is an Investment Advisor Representative with Lincoln Financial Securities Corporation (Member FINRA/SIPC ) in the Westside area of Southern California. Mr. Baumann provides customized, objective financial planning and insurance strategies to individuals, families and their businesses, corporate executives and entrepreneurs with substantial net worth. Mr. Baumann coordinates an integrated view of a client’s entire personal financial situation, including wealth creation, estate planning and risk management. Mr. Baumann also focuses on executive and company planning including retirement plans, business succession and charitable issues related to client goals
Robert Baumann believes in a planning focus to help attain client goals, an open architecture platform to implement suitable strategies, and close coordination with other advisors including CPAs, money managers, tax professionals and attorneys. Mr. Baumann is a member of the Beverly Hills Estate Planning Council, the Century City Chamber of Commerce and various alumni organizations. He serves on the board of the Brentwood Community Council, Brentwood Presbyterian Church and the Animal Guardian Society.
Prior to joining Lincoln Financial, Mr. Baumann was Vice-President, Christie’s Auction House, Head of Trust and Estates, Beverly Hills. Mr. Baumann also spent nine years at DaimlerChrysler in various roles in the Treasury, International and Corporate Staff divisions. Mr. Baumann began his career at J.P. Morgan as an associate in the Institutional Asset Management division, spending three years in New York and one in Tokyo, Japan, as well as working at UBS in Beverly Hills, California.
Mr. Baumann received his undergraduate degree summa cum laude in Finance from the University of Delaware in 1986. He has an MBA from Kellogg Graduate School at Northwestern University in Evanston, Illinois, magna cum laude in 1991. Mr. Baumann studied for his Certified Financial Planner™ certification through the College Of Financial Planning and passed his exam in November, 2005. He currently possesses the FINRA Series 7, 24, 66 registrations and life/health licenses in good order.
I have offices in Westwood and Westlake Village, both in Southern California. In my Westlake office, I am affiliated with Liden, Nestle, Soled and Associates, a third-party administrator for retirement plans such as 401(k)s, defined benefit plans, etc. As such, I have access to the key professionals and advisors who can evaluate your business and employee situation to find a plan that meets you specific needs. I would be pleased to assist you in evaluating your current retirement plans, especially in light of regulatory and competitive changes.