Jerry Baird, Cfp® Email and Phone Number
Jerry Baird, Cfp® work email
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Jerry Baird, Cfp® personal email
Jerry Baird, Cfp® phone numbers
Mr. Baird is the founder and president of Baird Wealth Management, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 Years of experience as a financial advisor and portfolio manager at major Wall Street investment firms. He holds a Bachelor of Science Degree in Industrial & Management Engineering from Rensselaer.Baird Wealth Management, LLC provides our clients Wealth Management services through highly personalized and strategic integration of Financial Planning, Investment Management and Estate Planning.In addition we help professional practices and corporations perform due diligence on their current corporate retirement plan or design and establish new plans. We have expertise helping law firms, medical practices, and engineering firms establish flexible plans that optimizes contributions for owners and other key employees while minimizing overall plan contribution costs.Serving clients on both coasts, we are available to meet with prospective clients throughout the San Francisco Bay Area, Lake Tahoe, Boston and Raleigh NC.Securities and Advisory Services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
Baird Wealth Management, Llc
View- Website:
- bairdwealthmanagement.com
- Employees:
- 1
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President And Registered Principal, Lpl FinancialBaird Wealth Management, LlcCalifornia, United States
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President / Registered Principal, Lpl FinancialBaird Wealth Management, Llc Sep 2010 - PresentPrivate Wealth Management & Corporate Retirement PlansSeries 24 | General Securities PrincipalSeries 65 | Uniform Registered Investment AdviserSeries 7 | General Securities Registered RepresentativeSeries 63 | Uniform Securities Agent LawsInsurance Licensed: Life & Health, Annuities, Long Term Care
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Financial AdvisorWachovia Securities / Wells Fargo Advisors Apr 2003 - Sep 2010Vice President - InvestmentsPortfolio Manager - PIMSeries 7, Series 63, Series 65Insurance Licensed: Life & Health, Annuities, Long Term Care
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Financial Advisor / Retirement Plan Consultant-Corp Retirement ServicesSalomon Smith Barney 1995 - 2003Boston, Ma & Raleigh, NcVice President - InvestmentsPortfolio Manager - GPM, Retirement Plan Consultant- Corporate Retirement ServicesSeries 7, Series 63, Series 65Insurance Licensed: Life & Health, Annuities, Long Term Care
Jerry Baird, Cfp® Skills
Jerry Baird, Cfp® Education Details
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Industrial & Management Engineering -
Cfp Certification Professional Education Program -
Salomon Smith BarneyCorporate Retirement Services Education & Training Program Ii
Frequently Asked Questions about Jerry Baird, Cfp®
What company does Jerry Baird, Cfp® work for?
Jerry Baird, Cfp® works for Baird Wealth Management, Llc
What is Jerry Baird, Cfp®'s role at the current company?
Jerry Baird, Cfp®'s current role is President and Registered Principal, LPL Financial.
What is Jerry Baird, Cfp®'s email address?
Jerry Baird, Cfp®'s email address is je****@****ink.net
What is Jerry Baird, Cfp®'s direct phone number?
Jerry Baird, Cfp®'s direct phone number is +191969*****
What schools did Jerry Baird, Cfp® attend?
Jerry Baird, Cfp® attended Rensselaer Polytechnic Institute, College For Financial Planning, Salomon Smith Barney.
What skills is Jerry Baird, Cfp® known for?
Jerry Baird, Cfp® has skills like Certified Financial Planner, Series 7, Series 63, Series 65, Series 24, Life And Health Insurance Licenses, Portfolio Management, Wealth Management, Life Insurance, Corporate Retirement Plans, 401 Plans, 401k Rollovers.
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