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Chris Baker, CFP®

Baker & Associates

1130 Roosevelt
Irvine, CA 92620-3666
Phone: (949) 263-1883
Fax: (949) 263-1609

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Household Income Minimum: $250,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.