Saul Baumann, CFP®
Wealth Manager / Portfolio Analyst
“I appreciate getting to know clients and their individual situations, their interests and what is important to them. Knowing our clients personally allows me to help them navigate planning options and to assist them in making good decisions. I share the LWP values of being completely accountable to our clients, striving to do my best work, and providing educated and thoughtful advice.”
Saul joined Laurel Wealth Planning in 2013 after working as a Financial Advisor at another Minneapolis financial firm. Saul decided to join LWP because of our commitment to research-driven recommendations and an emphasis on always putting the clients’ best interests first.
“Our role as fiduciaries allows me to focus solely on the client, and provide unbiased advice for their unique situation.” Saul also serves as a Portfolio Analyst, where he directs our investment and trading operations. When analyzing client portfolios and recommending changes in line with LWP’s investment strategy and market trends, his understanding of each clients’ unique needs and preferences guides his choices.
Saul earned his Bachelor’s degree from Carleton College, and he also spent time at Colorado College studying the sciences and math. Prior to working in finance, Saul gained business experience in both the science industry and in sales positions. Seeking a profession that combined his desire to work with data in complex systems with his desire to help people, Saul chose to enter the financial industry.
“Coming from a science and math background, I have a strong appreciation for academic research and critical decision making. I’m rarely content with accepting conventional wisdom. I strive to look at things objectively and enjoy really digging into the data to seek different viewpoints before forming opinions.”
Away from work, you’ll find Saul enjoying time with his wife, Khara, and their daughter, Brielle. They live on a hobby farm on the outskirts of the Twin Cities, where they enjoy the outdoors and maintain a large garden. The garden supports Saul’s passion for cooking and exploring new cuisines. Saul has been a downhill ski racing coach and enjoys other outdoor activities including canoeing, camping, biking and running.
Credentials and Licensing
Certified Financial Planner
The CFP® mark signifies substantial training and experience in financial planning, as well as an expectation of practice according to rigorous ethical standards.