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Celia Mann Baehr, CFP
Celia Mann Baehr, CFP is a state-registered investment adviser in Mobile, AL. The firm manages approximately $45 million in regulatory assets.
Overview
Celia Mann Baehr, CFP is a state-registered investment adviser in Mobile, AL. The firm manages approximately $45 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Principals
Celia Mann Baehr
CFP
Sector focus
Frequently asked questions
What services does Celia Mann Baehr, CFP, offer?
Celia Mann Baehr provides comprehensive financial planning and investment management for individuals and families. Services include retirement planning, tax-efficient investing, estate planning coordination, and portfolio construction. As a CFP professional, she offers fiduciary advice tailored to each client's goals and risk profile.
Is Celia Mann Baehr a fiduciary?
Yes, as an independent RIA and Certified Financial Planner, Celia Mann Baehr operates under a fiduciary standard. This means she is legally obligated to act in her clients' best interests, disclosing any conflicts of interest and prioritizing client goals over proprietary products or commissions.
What is Celia Mann Baehr's approach to financial planning?
The approach centers on holistic financial planning, coordinating with clients' existing tax professionals and estate attorneys. Baehr creates integrated plans covering retirement, education funding, insurance needs, and wealth transfer. Regular reviews adjust strategies as life circumstances change.
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