David Baum, Financial Advisor located in Brooklyn, NY

Financial Advisor
David Baum

CEPA®, AAMS®
456 5th Ave Suite 202, Brooklyn, NY 11215opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Sustainable Investing
  • Entrepreneurs & Business Owners
  • Corporate Executives

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Pets
  • Soccer
  • Movies & Entertainment
  • Chess

Team Members

  • Logan Youngblood
    Associate Financial Advisor
    CEPA®
  • Lorraine Ampela
    Sr. Branch Office Administrator
  • Mihaela Georgescu
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 10:00AM - 06:00PM
Tue 10:00AM - 06:00PM
Wed 10:00AM - 06:00PM
Thu 10:00AM - 06:00PM
Fri 10:00AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(718) 499-9734

Fax

(877) 262-4940

Office Address

456 5th Ave Suite 202
Brooklyn, NY 11215opens in a new window

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