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Chris Baker

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Chris Baker

Managing Director | Perigon Wealth Management, LLC

Irvine, California, United States

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Chris Baker

Summary

Chris Baker is a seasoned financial professional with over three decades of experience in accounting and wealth management. As the Managing Director at Perigon Wealth Management, he specializes in personal financial planning, investment management, and estate planning. His extensive background also includes founding Baker And Associates, where he serves as President, providing tailored financial services. Chris's journey began as a Staff Auditor at Coopers And Lybrand, leading to significant roles in various organizations. He holds a Bachelor of Science in Accounting from Indiana State University. Chris is passionate about disability insurance and retirement planning, demonstrating a commitment to helping clients achieve financial security. His leadership experience in managing teams and guiding clients through complex financial landscapes positions him as a trusted advisor in his field. Outside of work, Chris likely enjoys sharing his knowledge and insights on financial literacy.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Chris Baker

Work Experience

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Managing Director at

Perigon Wealth Management, LLC

November 2021 - Present

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CPA/PFS, CFP, President at

Claire E Baker CPA

January 1989 - Present

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Assistant Controller at

Hawthorne Community Medical

January 1985 - June 1987

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Staff Auditor at

Coopers And Lybrand Cpas

September 1982 - November 1984

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Chris Baker

Education

Indiana State University, Bachelor Of Science (Bs)

January 1978 - January 1982

Frequently Asked Questions about Chris Baker

What is Chris Baker email address?

Chris Baker's primary email address is ******@cbakercpa.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Chris Baker work for?

Chris Baker is a Managing Director at Perigon Wealth Management, LLC, a company specializing in Monetary Authorities-Central Bank.

Where Chris Baker graduated from?

Chris Baker holds a degree in Accounting from Indiana State University.

How can I directly contact Chris Baker?

To contact Chris Baker directly, you can use the email address ******@cbakercpa.com. Complete contact information is available upon registration with Muraena.

Who is Chris Baker?

Chris Baker is a seasoned financial professional with over three decades of experience in accounting and wealth management. As the Managing Director at Perigon Wealth Management, he specializes in personal financial planning, investment management, and estate planning. His extensive background also includes founding Baker And Associates, where he serves as President, providing tailored financial services. Chris's journey began as a Staff Auditor at Coopers And Lybrand, leading to significant roles in various organizations. He holds a Bachelor of Science in Accounting from Indiana State University. Chris is passionate about disability insurance and retirement planning, demonstrating a commitment to helping clients achieve financial security. His leadership experience in managing teams and guiding clients through complex financial landscapes positions him as a trusted advisor in his field. Outside of work, Chris likely enjoys sharing his knowledge and insights on financial literacy.

Chris`s contact details

mail

******@cbakercpa.com

*****@perigonwealth.com

Colleagues

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Scott Elisha

Chief Options Strategist/Portfolio Manager

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Rafia Hasan Cfa Cfp

Chief Investment Officer

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Brad Resnick

Vice President- Investments

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Courtney Holt

Chief Compliance Officer

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Jeremy Paul

President and Partner

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Jonathan Hoy

Chief Operating Officer

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