Baird Wealth Strategy Group

Baird Wealth Strategy Group We help financially successful clients become more efficient with their financial planning needs.

*An experienced professional in the financial services industry, Kevin G. Baird has been a local financial planner and wealth manager for over 30 years. He is the President and founder of BAIRD Wealth Strategy Group as well as a Registered Representative and Branch Manager with United Planners Financial Services. The majority of his practice is devoted to helping pre and post retirees thoroughly u

nderstand their options to better manage their wealth, reduce future taxation and control the risk of their investments. He recognizes that outliving your income is a major concern for most retirees. He strives to help you minimize the risk of your investments and help you stay ahead of the long term costs of inflation. Kevin is a Certified Financial Planner™, Certified Estate Planner, Accredited Investment Fiduciary®

*Kevin Baird is a registered representative offering securities and advisory services through United Planners Financial Services, a limited partnership. MEMBER: FINRA/SIPC.Baird Wealth Strategy Group and United Planners are not affiliated.

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Address

222 E Carrillo Street Ste 304
Santa Barbara, CA
93101

Opening Hours

Monday 8am - 3pm
Tuesday 8am - 3pm
Wednesday 8am - 3pm
Thursday 8am - 3pm
Friday 8am - 3pm

Telephone

+18058983684

Website

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