Christopher Baum (CFP®)

Christopher Baum focuses in the
following client markets or areas of practice:

  • Business Owners
  • Medical Professionals
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Pre-Retirement and Immediate Retiree Planning

Young and Saving Professionals

Ongoing Investment Management

Hourly Financial Planning Services

Additional Information

We believe that all individuals deserve access to high-quality, conflict-free financial advice.

NAPFA Start Date

September 22, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

18756 Stone Oak Pkwy Ste 200 San Antonio, TX 78258-4354 Phone: (210) 201-3148

Other Offices

1000 Heritage Center Cir Round Rock, TX 78664-4463 Phone: (512) 820-4847
401 Congress Ave Austin, TX 78701-4071 Phone: (512) 820-4847