Team
Kevin Baird, CFP® AIF® AACEP®
President and Founder
(805) 898-3693
A well experienced professional in the financial services industry, Kevin G. Baird has been a local financial planner and wealth manager for over 20 years. He is the President and founder of BAIRD Wealth Strategy Group as well as a...
David Walker
CEO, Partner
David Walker brings over 20 years of experience in the financial services industry. He spent the first part of his career working with financial advisors throughout southern California. He has spent thousands of hours with financial...
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Daniel Cooper
Office Manager
Daniel brings a deep knowledge of tax and financial services with a keen eye for the details. He previously worked with clients of a major CPA firm for 15 years, prepping and organizing for the upcoming tax year. Daniel has expertise...
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