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6.48 – Ahmie Baum – Interchange Capital Partners

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Manage episode 350506204 series 1953682
Content provided by Rising Tide. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rising Tide or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Our guest today is Ahmie Baum. Ahmie is the founder and CEO of Interchange Capital Partners - a family business that has honed a comprehensive and collaborative process over its 40 years of practice in financial services and is dedicated to helping clients and their families build financial safety nets. With over 40 years of practice in financial services, with a clientele of business owners trying to transition to retirement, Ahmie has been named to the Barron’s Top 1,000 Financial Advisor List. Mr. Baum and his team previously managed over $420 million in client assets. Ahmie's website - interchangecp.com Make sure and visit our Sponsor: Podbrandmedia.com - Creating lead generating, branded podcasts for companies that are affordable and effective.
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300 episodes

Artwork
iconShare
 
Manage episode 350506204 series 1953682
Content provided by Rising Tide. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rising Tide or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Our guest today is Ahmie Baum. Ahmie is the founder and CEO of Interchange Capital Partners - a family business that has honed a comprehensive and collaborative process over its 40 years of practice in financial services and is dedicated to helping clients and their families build financial safety nets. With over 40 years of practice in financial services, with a clientele of business owners trying to transition to retirement, Ahmie has been named to the Barron’s Top 1,000 Financial Advisor List. Mr. Baum and his team previously managed over $420 million in client assets. Ahmie's website - interchangecp.com Make sure and visit our Sponsor: Podbrandmedia.com - Creating lead generating, branded podcasts for companies that are affordable and effective.
  continue reading

300 episodes

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