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Why Choose BakerAvenue
- Founded in 2004
- SEC Registered Investment Advisors and Fiduciaries
- Team Credentials: CFA, CFP®, TEP, CIMA®, CWS, CMT, Enrolled Agent, CPA, JD, LL.M
- Integrated & Proactive Wealth and Investment Management
- 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, Atlanta, San Diego, and Naples
Schedule an Introductory Meeting
Michael Dunn
Wealth Solutions
West
West
Wealth Solutions, Managing Director
Tim Gordon, CIMA®
Wealth Solutions
East
East
Wealth Solutions, Managing Director
Contact Your Advisor
Jonathan Bernstein, JD, LL.M., CFP®
Wealth Advisor, Managing Director
Julia Joyce Bialek, CFP®, TEP
Wealth Advisor, Director
Tom Dowd, CWS®
Wealth Advisor, Director
Geoff Erwin, CFP®
Wealth Advisor, Managing Director
Nick Espiritu, CFP®
Wealth Advisor, Director
Kris Krauszer, CFP®, CWS®
Wealth Advisor, Managing Director
Matt Munro, CFP®
Wealth Advisor, Managing Director
Sheila Rabaut, CFP®
Wealth Advisor, Director
Glen Rives, JD, CFP®
Wealth Advisor, Director
Scott Stephens, CWS®
Wealth Advisor, Partner
Michael Tideman, CFA, CFP®
Wealth Advisor, Managing Director
