About Baobab Wealth Management
Baobab Wealth Management Jimmy found a passion for helping others with their financial goals while attending college in Anchorage, Alaska. Starting his career with Waddell & Reed in 2000, he quickly became the manager for the Wasilla office and then moved to Denver, Colorado with the company to manage the office in Cherry Creek. In 2006, Jimmy decided to go out on his own with a group of advisors and become an independent advisor with ING Financial Partners. This allowed the freedom to provide products that were in the best interest of his clients and also start a fee-based practice.
Services
Financial Planning Retirement Planning Asset Management Income Planning Pension Maximization Strategy Life Insurance College Education Programs Disability Long Term Care PlanningReviews
Baobab Wealth Management is truly top-notch! Even while working on Jimmy’s boat, he took the time to share valuable and insightful advice about planning for the future and increasing wealth over time. His depth of knowledge and ability to explain financial strategies in a clear and practical way was impressive. I look forward to working with him more in the future and diving into his book to learn even more. Highly recommend Baobab Wealth Management for anyone looking for expert guidance on financial growth and security!