Jeffrey R. Baumann, MBA
A graduate of Champlain College and Rutgers Business School, Jeff began his career in financial services on Wall Street in 2007 working for industry leader J.P. Morgan Chase & Co. The Great Recession afforded him the opportunity to see firsthand how traditional planning, products, and strategies had failed an entire generation of Americans and caused him to realize that something was missing from his career. It wasn’t until 2013, when he was recruited by Northeast Financial Network, that he realized his passion in making a positive impact on others’ lives both personally and professionally.
In coordination with a team of specialists, Jeff has developed a unique approach and family-oriented planning process based on trust, integrity, and sound financial principles. His goal is to provide clients with the information and tools necessary for them to reach financial freedom by implementing strategies that help build their wealth while also protecting against wealth eroding factors such as taxes, inflation, financial disorganization, unnecessary fees, and expenses. Jeff and his team take a macroeconomic approach to strategies that coordinates all their clients’ financial decisions though the use of a comprehensive economic model.
A resident of Asbury Park, NJ, Jeff enjoys spending time with his fianceé, friends & family, reading, traveling, live music, and enjoying the outdoors.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4107586