Baird Wealth Strategy Group

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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 understand 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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