If you are a CPA interested in partnering with a wealth management firm and want a detailed explanation of the value we can bring to your clients, skip to 3:20 and 10:00 for specifics.
Transformational strategies require clear explanation, so we’d like Dr. Jackie Meyer of The Concierge CPA podcast for asking intelligent questions and making space for Jennifer to get into the nitty-gritty details. Click the image below to watch the podcast.
Jennifer Baker, CPA, CFP®, RICP is the founder of Baker Wealth Strategies and brings a wealth of insights informed by twenty-two years of experience in finance, accounting, tax, and business development.
With blunt industry commentary and common-sense wealth management advice, Jennifer is an emerging advocate for more personalized services that deliver measurable results.
She lives in Cypress, TX, with her husband, Justin, and two sons, Lawson and Bennett.