Jonathan Baird Cfp®

Jonathan Baird Cfp® Email and Phone Number

Wealth Manager and Partner at Mustard Seed Wealth Management @ Mustard Seed Wealth Management
202 S. Pine, Magnolia,AR 71753,United States
Jonathan Baird Cfp®'s Location
Magnolia, Arkansas, United States, United States
Jonathan Baird Cfp®'s Contact Details

Jonathan Baird Cfp® work email

Jonathan Baird Cfp® personal email

Jonathan Baird Cfp® phone numbers

About Jonathan Baird Cfp®

I help successful business owners, professionals and families make smart decisions with their money so they can spend their time doing what they love. Mustard Seed specializes in investments ensuring that your money is properly invested in a broadly diversified portfolio. We pay close attention to the tax ramifications of your investments and make sure your strategy is as tax efficient as possible. We make sure you have proper amounts of insurance in place to protect your wealth from liabilities that can put your financial well being at risk. We ensure you have a plan to transfer your assets to your heirs on your terms. For our clients who are charitably minded we make sure their gifts are as impactful as possible. We can be your personal CFO. Partner and Wealth Manager at Mustard Seed Wealth Management.Chief Financial Officer at Peoples Bank since 2007. Investment Management. Managerial responsibility and oversight. Bear the CFP Professional designation which is the gold standard in personal financial planning credentials. Named the 2013 CFO of the year for small banks by Arkansas Business, Outstanding Young Alumni for SAU in 2016 and 40 Under 40 by Arkansas Business in 2016. Married to Emily with five children, Addie, Piper, Haddon, Josiah and Judah.If I can help you in any way please give me a call at 870-562-2804 or email me at jon@msfwm.com

Jonathan Baird Cfp®'s Current Company Details
Mustard Seed Wealth Management

Mustard Seed Wealth Management

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Wealth Manager and Partner at Mustard Seed Wealth Management
202 S. Pine, Magnolia,AR 71753,United States
Website:
msfwm.com
Employees:
11
Jonathan Baird Cfp® Work Experience Details
  • Mustard Seed Wealth Management
    Wealth Manager And Partner
    Mustard Seed Wealth Management Jun 2005 - Present
    Magnolia, Arkansas
    I am a Certified Financial Planner™ Professional. I practice fee-only comprehensive wealth management.
  • Cfo Dad
    Book Author
    Cfo Dad Mar 2020 - Present
    Magnolia, Arkansas, United States
    Stock brokers, financial advisers, investment sales people- how do you know who to turn to for objective financial advice? How can you cut through the marketing and misinformation on how to most effectively build wealth? The world is filled with people trying to sell you something and it's tough to separate sales from professional and objective advice. In his book, CFO Dad: How to Lead Your Family to Financial Freedom and Security, Jonathan Baird CFPⓇ guides his readers through a simple and objective process of helping them build a financial plan from the ground up. Leveraging two decades of experience in dealing with financial matters, Jonathan gives his readers a reliable guide to navigate the available financial tools and strategies to create a successful plan. The goal of the book is that a novice could pick it up, read it, follow the strategies outlined and successfully prepare for a comfortable retirement. From budgeting, saving money, investing, retirement, saving for college, charitable gift planning, and even strategies for investing in cryptocurrency, this book runs the gamut on financial topics that most people will need assistance navigating at some point in their lives. So whether you are a CFO Dad, CFO Mom, or a solo CFO, this book can help you get your financial house in order.
  • Peoples Bank Of Magnolia
    Chief Financial Officer
    Peoples Bank Of Magnolia Jun 2005 - Present
    500 N. Jackson, Magnolia, Ar 71753
    Oversee the investments of the bank. I also and help with Marketing, strategic planning, and managing.
  • Kentucky Financial Group
    Associate
    Kentucky Financial Group Aug 2004 - Dec 2004
    Assistant to advisors. Office support staff.

Jonathan Baird Cfp® Skills

Small Business Budgeting Seminar Presentations

Jonathan Baird Cfp® Education Details

Frequently Asked Questions about Jonathan Baird Cfp®

What company does Jonathan Baird Cfp® work for?

Jonathan Baird Cfp® works for Mustard Seed Wealth Management

What is Jonathan Baird Cfp®'s role at the current company?

Jonathan Baird Cfp®'s current role is Wealth Manager and Partner at Mustard Seed Wealth Management.

What is Jonathan Baird Cfp®'s email address?

Jonathan Baird Cfp®'s email address is jo****@****cfp.net

What is Jonathan Baird Cfp®'s direct phone number?

Jonathan Baird Cfp®'s direct phone number is +187023*****

What schools did Jonathan Baird Cfp® attend?

Jonathan Baird Cfp® attended Southern Arkansas University, Southern Baptist Theological Seminary, The American College, Southern Arkansas University.

What are some of Jonathan Baird Cfp®'s interests?

Jonathan Baird Cfp® has interest in Theology, Economic Empowerment, Investments, Debating/discussion, Human Rights, Risk Managment, Financial Planning.

What skills is Jonathan Baird Cfp® known for?

Jonathan Baird Cfp® has skills like Small Business, Budgeting, Seminar Presentations.

Who are Jonathan Baird Cfp®'s colleagues?

Jonathan Baird Cfp®'s colleagues are Minna Green, Zachary Talley, Bruce Butterfield, Dr. J. David Ashby, Dba, Cpa, Cfp, Jennifer Milam, Angie Glass.

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