How Do You Define True Wealth

Date: Tuesday, November 25, 2014
Time: 4:30pm - 7:00pm
Location: University Club of Santa Barbara
Speaker: Joel Baker

Joel Baker

Cofounder of Financial Planning Services and

Founder of The J R Baker Group


Cofounder of Financial Planning Services, one of the first fee-based financial and estate planning

firms in 1971. In 1974, teamed up with Gus Hansch, who many feel is the father of financial

planning and who wrote one of the first books on the topic. * Over the last thirty-eight plus years,

Joel has partnered with many of the nation's premier independent financial planning and service

firms. "While I have learned a lot from these associations, I feel I have actually learned more from

my clients and what is truly important to them and their families. * With this client input, a special

process has developed over the last fifteen years that has become known as “The J R Baker Process”.

The J R Baker Group was formed to specialize exclusively in Wealth Optimization, Legacy Planning

and Focused Investment Opportunity Portfolio Design and Administration Services. Our goal is to

"Empower Families through the Generations".


Founder, Pacific Coast Youth Polo Association. ~ Cofounder and Director of the Mammoth Lakes

Foundation. ~ Past Director, Santa Ynez YMCA. Past Director, Solvang Theaterfest. ~Past Director,

California Culinary Foundation. ~ A member of Gold Cuppers (Board of Directors) and

Endowment Fund committee member for the Vikings of Solvang. ~ Assist my wife, Charlotte in the

mentoring of local kids and kids from Compton, California through the Junior Posse of Compton.

We have also worked with foster kids. We are trying to make this a better world, one kid at a


Married to Charlotte Bredahl-Baker, one of our country's best dressage riders, winning a team

bronze at the 1992 Olympics and an international dressage judge. "My work has provided me with

a fine life in the Santa Ynez Valley, north of Santa Barbara. I love the outdoors. On weekends I have

been playing professional polo since 1970 and I have enjoyed raising and training many of the

horses I currently play. I was fortunate to attend Fort Lewis College in Durango, Colorado, on a

skiing scholarship, and I still enjoy the sport immensely. These are the opportunities we all deserve

in life."

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