Podcast: Play in new window | Download (Duration: 32:37 — 60.4MB)
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
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