Welcome to my website!

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 robert@baumannfinancial.com 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