Christian Smissen, CFP®, CFA®

With nine years of experience, Christian brings deep technical expertise and a steady, relationshipdriven approach to financial planning. Before joining Bauman Wealth Advisors, he spent five years at the Charles Schwab Trust Company, managing $1B in assets and guiding families through complex financial decisions after the loss of a loved one. This experience shaped his ability to support clients with clarity, calm, and compassion.

At BWA, Christian focuses on designing investment strategies that align with each client’s goals, implementing taxefficient planning, simplifying estate structures, and preparing families for the future. He helps clients navigate market volatility, income planning, IRMAA, longterm care, Roth conversions, and trust considerations — especially during a stage of life when finances often feel more complex than they should.

His value to clients is rooted in partnership. Christian believes true peace of mind isn’t just knowing you won’t run out of money — it’s knowing you won’t make decisions today that you regret years down the road. He is committed to being in his clients’ corner for the long run.

Christian holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designations.

Outside of work, he enjoys lifting weights, running, fishing, drawing, and playing guitar — especially rock music from the ’60s to the early 2000s. Above all, he loves exploring life with his wife and daughter.

Christian values the culture at BWA — a team that feels more like family, united by purpose, laughter, and a genuine desire to help clients live their best lives.