BAKER FINANCIAL SERVICES - Key Persons
As a financial planner, Chad works closely with each client to establish a long-term financial objective through money management, investment recommendations, and retirement planning. Along with these duties, Chad is also the compliance officer for Baker Financial Services. Along with holding several securities licenses Chad has also earned the privilege of being called a CERTIFIED FINANCIAL PLANNER™. Chad was born and raised in Arlington and currently resides in Mansfield with his wife and twins.
As a financial planner, Cliff is active in creating and analyzing client portfolios as well as producing financial plans. Cliff works closely with Gerald Baker throughout the financial planning process. Cliff has taught retirement planning courses at North Central Texas College and the Dallas Police Department. Along with his other duties, Cliff's efforts are heavily concentrated on the evaluation and recommendation of client investments.
Job Titles:
- Financial Planner / Long Term Care Specialist
Job Titles:
- President / Financial Planner
Gerald R. Baker graduated from the University of Texas at Arlington with a B.A. in Economics. He joined Connecticut General in 1969 and served in management and sales until 1978. He subsequently worked as a financial consultant until establishing the firm of Baker, Elhoff & White, L.L.C. in 1984. In 2004, Gerald's efforts in financial planning were recognized by D magazine as he was named one of the best financial planners in the DFW area. Gerald now serves as the president of Baker Financial Services.
Job Titles:
- Human Resources / Operations