ADVISORY SERVICES

Why Choose BakerAvenue

  • Founded in 2004, 100% Employee Owned
  • SEC Registered Investment Advisors and Fiduciaries
  • Team Credentials: CFA, CFP®, TEP, CIMA®, CWS, CMT, Enrolled Agent, CPA, JD, LL.M
  • Integrated & Proactive Investment & Wealth Management
  • 98% Client Retention Rate
  • Concentrated Stock Strategies, Access to Alternative Investments
  • In-House Investment, Tax and Estate Planning
  • Nationwide Presence: Headquartered in San Francisco with Offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley, and Naples
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Michael Dunn
Michael Dunn
Director of Wealth Solutions
CONTACT YOUR ADVISOR
Jonathan Bernstein
Jonathan Bernstein
Wealth Advisor, Managing Director
Julia Joyce Bialek
Julia Joyce Bialek
Senior Wealth Advisory Manager
Geoff Erwin
Geoff Erwin
Wealth Advisor, Director
Nick Espiritu
Nick Espiritu
Wealth Advisor, Director
Hannah Kim
Hannah Kim
Senior Wealth Associate
Kris Krauszer
Kris Krauszer
Wealth Advisor, Director
Matt Munro
Matt Munro
Wealth Advisor, Director
Sheila Rabaut
Sheila Rabaut
Wealth Advisor, Director
Glen Rives
Glen Rives
Wealth Advisor, Director
Scott Stephens
Scott Stephens
Wealth Advisor, Partner
Michael Tideman
Michael Tideman
Wealth Advisor, Managing Director
Josh Young
Josh Young
Wealth Advisor, Managing Director
Sylvia Xu
Sylvia Xu
Senior Wealth Associate

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Firm's Overview

Our Difference

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