Saul R. Baumann, 
CFP®, AIF®

Investment Consultant

Education

B.A., Biology, Carleton College

Professional Credentials

Certified Financial Planner (CFP®)
Accredited Investment Fiduciary® (AIF®)

Professional Affiliations

National Association of Personal Financial Advisors (NAPFA)

 

 

Saul Baumann is an investment consultant at Allodium Investment Consultants, specializing in investment strategies and comprehensive financial planning for high net worth individuals and families. Saul serves on the Investment, Financial Planning, Fiduciary Consulting and Client Service Committees.

Saul came to Allodium with over eight years of experience in financial planning and investment consulting roles in Twin Cities firms. Saul is a NAPFA-Registered Financial Advisor through the National Association of Personal Financial Advisors (NAPFA), a professional association of fee-only advisors with high standards of professional competency and client-centric financial planning.

Saul spent a year at Colorado College, before transferring to and earning a bachelor’s degree at Carleton College. He has earned the Certified Financial Planner (CFP®) designation sponsored by the Certified Financial Planner Board of Standards. To further his professional development and to help him better service clients, he has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, sponsored by the Center for Fiduciary Studies.

Away from work, you’ll find Saul enjoying time with his wife, Khara, and their daughter, Brielle. They live on a family hobby farm in the western suburbs, where they enjoy the outdoors and maintain a large vegetable garden. The garden supports Saul’s passion for cooking and exploring heirloom vegetables. He was a Master Gardener for a number of years, volunteering to help other gardeners with their toughest issues. Saul has been a downhill ski racing coach and enjoys other outdoor activities including canoeing, camping, and photography.

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