Brandon Baker, CFA, CFP®
Senior Wealth Advisor
Request an Appointment | Contact Me | (949) 718-1600
Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Brandon and his team develop customized strategies to help individuals and families meet their financial goals. Brandon began his career in 2000 at Canterbury Consulting where he helped clients with their financial needs and subsequently joined the investment research team. Prior to joining Beacon Pointe, he spent 12 years in business development for various investment managers covering products across the asset class spectrum. Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors.