Jeffrey Bauer in

Jeffrey Bauer

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Financial Planning Advisor CFP® at Corebridge Financial
📍 Fort Collins, Colorado, United States

Jeffrey Bauer is a Certified Financial Planning Advisor with Corebridge Financial, formerly AIG Retirement Services, where he has been since 2001. He focuses on creating unique, comprehensive financial plans to help clients achieve independence in retirement. He earned a BS in Natural Resource Management from Colorado State University.

Jeffrey demonstrates a strong interest in professional golf, frequently highlighting Corebridges partnership with the PGA of America and the PGA Championship. His professional interests also include staying informed through financial news leaders like CNBC and J.P. Morgan.

He was recently recognized on the Forbes 2026 list of Top Financial Security Professionals, an honor reflecting the strong relationships he has built with his clients.

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Experience
25 Years
Current Role
Financial Planning Advisor CFP®
Location
Fort Collins, Colorado, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeffrey cares about

Retirement Planning
His entire career since 2001 has been dedicated to managing the comprehensive financial needs of clients to ensure their financial independence in retirement.
Financial Independence
He uses a specific process to create, implement, and monitor plans that allow his clients to achieve financial independence.
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Career

Work history

1-2001
Financial Planning Advisor CFP®
Corebridge Financial
In the press

Media appearances

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Education
8-1994 - 5-1999
BS Natural Resource Management
Colorado State University
1-2012 - 1-2013
Certified Financial Planner education component
Boston University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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