Get to Know Aimee Bauman, CFP®

Last month we welcomed a new accomplished financial planner to our team, Aimee Bauman, CFP® .

Like Caissa, Aimee is passionate about client prosperity. As a senior financial planner at Caissa, she expertly leads clients through a planning experience focused on aligning their wealth with their priorities. This planning experience is a process of discovery and understanding, allowing clients to make educated decisions for their personal road map. The ultimate goal is to provide clarity on successfully achieving objectives with confidence.

Aimee previously worked as a senior wealth planner at one of the world’s largest banks where she led teams of professionals in analyzing complex situations, implementing best practice initiatives and delivering sophisticated planning results. Aimee specialized in complex cash flows, executive compensation, and estate and wealth transfer planning.

During her free time, Aimee enjoys spending time with family and friends. Her weekends are filled with boating and cheering on sports teams with her husband and sons.