Bryan Baquer Email & Phone Number

Washington D.C. Metro Area

With over 25 years of experience in financial services, meeting the needs of my clients as they transition through life stages, unexpected financial obligations, and ever-changing market conditions, my goal is to help clients make informed decisions to effectively manage their financial lives to achieve and maintain financial security, and experience the peace of mind that comes with developing and executing a sound financial plan. I help clients clarify, quantify, work towards, and manage multiple life goals by providing the following comprehensive services tailored to their unique situation:-Comprehensive financial plans-Strategies for managing retirement income & expenses-Asset allocation and investment management across all account types – individual, joint, business, non-profit, IRA’s, 401k’s, other corporate retirement plans, and rollovers from retirement plans-Strategies for navigating Social Security- Strategies for managing financial risk, including life insurance, long term care and annuitiesI build rapport with my clients that helps them feel comfortable to talk about their wealth and goals. Having a thorough understanding of you, and understanding your needs today and tomorrow, are key to successful financial management. By “investing“ the time to get to know you, we can all achieve financial success. I have been fortunate to serve clients and their families who have trusted me to provide them with solutions through their lives. I welcome the opportunity to meet with you to learn about your unique situation and explore how I can be of benefit to you. Please feel free to contact me at 202-626-5257 or e-mail me at bbaquer@fnfd.com for more information or to schedule a complimentary review.

Norfolk, Va

Managed the logistical and financial support of USS Theodore Roosevelt (CVN 71) during a shipyard overhaul. Led 10 sailors in managing 110,000 line item inventory valued at $250 million, Prudently managed the ship's $53 million operating budget. Put together and led a team of 35 sailors to complete a COSAL Equipment validation of over 40,000 equipment records to enhance the ship's readiness - the first CVN to complete an effort of this size.

Norfolk, Va

Managed over 30 sailors at a shore command providing integrated logistic support to new construction TRIDENT and SSN submarines. Realized savings of over $700,000 by consolidating operations of the Site Support Receiving Warehouse. Conducted a Strategic Weapons System integration for PCU Wyoming (SSBN 742) with 99.9% validity and two logistic support visits aboard USS Maine (SSBN 741) resulting in 99.1% validity.

Mare Island Naval Shipyard, Vallejo, Ca

Managed the logistical and financial support during one submarine deployment and relocation to a new homeport in Bangor, WA. Supported the boat with 98% logistic efficiency. Consistently practiced financial accountability, managing the units annual $1.6 million operating budget, while meeting all operatonal and logistic support needs. Identified and procured at zero cost over 900 original issue repair parts valued at over $124,000.

Mare Island Naval Shipyard, Vallejo, Ca

Managed the logistical and financial support during two submarine deployments and the decommissioning of USS Russell. Supported the boat with 98% logistic efficiency. Consistently practiced financial accountability, managing the units annual $1.3 million operating budget, while meeting all operatonal and logistic support needs. A protector of taxpayer funds: returned 15% ($235,000) to the squadron in '92, and over 50% of the budget in '93 (while operational over 50% of the year). Aggressively worked to save precious $$ and US Navy resoources by identifying over $304,000 of unnecessary logistic orders, returning over $3 million of excess repair parts to the supply system, and transferring over 1,000 line items (worth over $650,000) to other operational fleet units. Unit awarded the 1993 Supply Blue "E". Active in the community as an elementary school tutor and a bicycle safety course volunteer.