Brenda Baier, Cfp®, Cepa

Brenda Baier, Cfp®, Cepa Email and Phone Number

Wealth Advisor @ Fiduciary Financial Advisors, an inc. 5000 company
Brenda Baier, Cfp®, Cepa's Location
Carmel, Indiana, United States, United States
Brenda Baier, Cfp®, Cepa's Contact Details

Brenda Baier, Cfp®, Cepa personal email

n/a
About Brenda Baier, Cfp®, Cepa

I am passionate about helping people by impacting their lives for good over a long time period. This is true whether they are young and just getting started in their professional careers or well established in their careers but wondering if they are doing all they need to do by taking advantage of opportunities to maximize their wealth, protect their families, and accomplish their professional and personal life goals. The initial planning process and annual reviews provide a sense of confidence and reduce stress from worrying about the future.

Brenda Baier, Cfp®, Cepa's Current Company Details
Fiduciary Financial Advisors, an inc. 5000 company

Fiduciary Financial Advisors, An Inc. 5000 Company

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Wealth Advisor
Brenda Baier, Cfp®, Cepa Work Experience Details
  • Fiduciary Financial Advisors, An Inc. 5000 Company
    Senior Financial Advisor
    Fiduciary Financial Advisors, An Inc. 5000 Company Jul 2023 - Present
    Grand Rapids, Michigan, Us
    View
  • Shoreline Asset Management
    Wealth Advisor
    Shoreline Asset Management Oct 2015 - Jul 2023
    New Castle, In, Us
    Shoreline Asset Management, LLC offers wealth management services to fellow business executives/owners, doctors, and other professionals. We care for and coordinate our clients’ personal wealth, family interests and professional obligations, across the phases of their lives and their careers. We provide comprehensive financial planning, investment management, retirement plan design and consulting support for business owners, and transition support. We are a fiduciary for our clients and do not sell any products.Services:- Dental practice profitability analysis, cash flow management, and wealth creation systems- Advising clients on transition options and strategies - Investment Portfolio Design and Management - Retirement Planning - Qualified Plan Design and Management - Social Security Optimization - Debt Analysis - Insurance Review - Business and Personal - Estate Planning Review
    View
  • Market Street Wealth Management Advisors
    Financial Planner
    Market Street Wealth Management Advisors Oct 2014 - Sep 2015
    Indianapolis, In, Us
    View
  • Hufford Advisors, Llc
    Senior Consultant
    Hufford Advisors, Llc 1998 - Sep 2014
    During my 16 years at Hufford Advisors, I worked with over 200 different dentists and their practices. I helped clients review and assess the profitability of their practices and then create a cash flow management plan to support the achievement of their professional and personal goals and objectives. At times that involved a restructure of current debt if necessary, planning for how to fund the high cost of office and equipment needs, increasing cash flow for savings, reducing taxes, and reviewing risk management needs while still allowing the pursuit of personal lifestyle objectives. I increasingly played a supporting and consulting role to many clients in helping them determine the best-fit transition strategy for their practice and then advising throughout the process.

Brenda Baier, Cfp®, Cepa Skills

Retirement Planning Investment Advisory Retirement Wealth Management Financial Advisory 401k Investment Strategies Financial Planning Strategic Financial Planning Estate Planning Investments Portfolio Management Financial Analysis Financial Services Mutual Funds Asset Management Investment Management Insurance Pensions Dentistry Mortgage Lending Employee Benefits Asset Allocation Practice Management Business Continuation And Transition

Brenda Baier, Cfp®, Cepa Education Details

  • Ball State University - Miller College Of Business
    Ball State University - Miller College Of Business
    Finance
  • College For Financial Planning
    College For Financial Planning
    Certified Financial Planner Credentials

Frequently Asked Questions about Brenda Baier, Cfp®, Cepa

What company does Brenda Baier, Cfp®, Cepa work for?

Brenda Baier, Cfp®, Cepa works for Fiduciary Financial Advisors, An Inc. 5000 Company

What is Brenda Baier, Cfp®, Cepa's role at the current company?

Brenda Baier, Cfp®, Cepa's current role is Wealth Advisor.

What is Brenda Baier, Cfp®, Cepa's email address?

Brenda Baier, Cfp®, Cepa's email address is br****@****llc.com

What schools did Brenda Baier, Cfp®, Cepa attend?

Brenda Baier, Cfp®, Cepa attended Ball State University - Miller College Of Business, College For Financial Planning.

What skills is Brenda Baier, Cfp®, Cepa known for?

Brenda Baier, Cfp®, Cepa has skills like Retirement Planning, Investment Advisory, Retirement, Wealth Management, Financial Advisory, 401k, Investment Strategies, Financial Planning, Strategic Financial Planning, Estate Planning, Investments, Portfolio Management.

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