Andy C. Baker, Cva, Cfp® Email & Phone Number

Naples, FL, US

Naples, Bonita Springs, Fort Myers

Experience personal attention to your legal matters and excellent client service with Safe Harbor Law Firm. A cutting-edge firm focused on our clients and ensuring their needs are our first priority. From Estate Planning to Elder Law, we protect families for generations. Make sure you and your family are protected.We believe that every individual deserves.

Naples, Florida Area

Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through ACB Advisory Group, LLC., a separate entity not affiliated with Collegiate Funding Strategists.

Naples, Florida Area

At Edison Business Advisors we are experts at small and mid-market business sales, buyers searches, valuations and consulting.Our mission is to assist business owners in properly preparing, marketing and selling their business with superior processes, methods and tools versus our competition.Business Broker and M&A Intermediary for Main Street and Lower.

Naples, Florida Area

Business professional with a diverse background. Experienced in a multitude of areas of financial planning, tax planning, operations and accounting function. Proven ability to develop and integrate processes and procedures that cater to a client’s individual industry needs as well as impact efficiency and positively affect bottom-line productivity..

Fort Myers, Florida Area

• Through using a holistic process to examine a client’s current financial strategy we feel we can create an environment for wealth based decision making based on facts and economics rather than opinion. We believe.
• We believe in paying income taxes once.
• We believe having your money in the right spot is more important than what it can earn.
• We believe that the current administration has all the right to share in your wealth but none of the risk, and we think that is wrong. In everything our firm does we believe in challenging this current administrations.
• Save enough for a comfortable retirement
• Pay for your child's college education

Fort Myers, Florida Area

PRODUCTIVITY is the key to business success!Our Team can assist you with:-Business Planning (Strategic, Financial and Operational Design and Reporting)-Employee Recruitment & Training-Employee Growth and retention plans-Performance based compensation design and implementation-Business Valuations-Business Succession Planning-Management Consulting-Marketing.

25110 Bernwood Dr, Suite 101, Bonita Springs, FL 34135

• Specialties: I offer a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families.
• Business continuation strategies
• Company 401-K Analysis, Advisory and Fiduciary Services
• Advisory services
• Implementation and Review of Buy/Sell Agreements
• Pension Payout Alternatives

Bonita Springs, FL

• I provide total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

Greater Philadelphia Area

• A $ 2.5 Million privately owned capital machinery manufacturer specializing in auger powder fillers for the packaging industry.SELECTED ACCOMPLISHMENTS
• Responsible for all areas of company including sales, planning and operations; restructured the company in 2007 to achieve net profits of 10% of sales, ending 3 years of consecutive 10+ % losses.
• Avoided company bankruptcy by taking responsibility for overseeing the settlement of a 2005-2008 products liability lawsuit with no company insurance in place, for 15% of the total expected loss.
• Repositioned the company and product reputation through the development of a sales & marketing plan which included publication advertising, trade show participation, networking and recruitment of manufacturing.
• Achieved sales of $ 2.5 million, 10% higher then the best year in the company’s 20 year history.
• Recruited, hired and established training for 13 new employees out of 25 over the past 3 years.

• Boran Craig Barber Engel Construction Co., Inc., Naples, FL A $ 600 Million privately owned general contractor specializing in high rise construction in Florida.SELECTED ACCOMPLISHMENTS
• Promoted in 4 months and given responsibility to double the size of the accounting dept, responsible for recruiting, hiring, training supervising & evaluating personnel, growing from 3 to 6 staff accountants.
• Restructured and expanded accounting department and responsibilities of staff as revenue for the company grew 50% and transactional workload more then tripled.
• Redesigned & wrote procedures for new process flow for accounts payable, receivable & contract. administration resulting in better management visibility and cross training of all staff accountants.
• Worked closely with controller & auditors to maintain the integrity of the financial systems & financial data for the company.
• Compiled financial statements & managed six business entities for partners’ side ventures.

• Falcon Financial Management, Inc., Gainesville, FL A privately held financial planning and investment services provider. RESPONSIBILITIES
• Reviewing investor quarterly and yearly report packages
• Presenting research on client asset allocations using Microsoft office products.

A $ 2.5 Million privately owned capital machinery manufacturer specializing in auger powder fillers for the packaging industry. Took time off from school to focus on gaining experience to add relevance to my university course; RESPONSIBILITIES · Technical selling of manufacturing equipment and spare parts, establishing international representatives. ·.

Bachelors Of Science, Finance

Activities and Societies: University of Florida Investment ClubFocused on Finance, Accounting and CPA prerequisites

Financial Designations, Financial Planning And Services

Currently completing course work for ChFC, CLU and the CFP designations. Expected Completion 2012

Non-Degree Seeking, Accounting Focused On Cpa Requirements

Completed CPA pre-requisitites