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.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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