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 first hand 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 to join Northeast Financial Network, that he realized his passion was 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 to reach financial confidence by implementing strategies that help build 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 planning that coordinates all of their clients’ financial decisions through the use of a comprehensive economic model.
A resident of Asbury Park, NJ, Jeff enjoys spending time with his friends & family, reading, traveling, live music, and enjoying the great outdoors.
Financial Representative of Guardian, CA Insurance Lic. #4107586