Call Us: (949) 481-1805
About
Baker Jensen Investment Advisors is the portfolio management arm of the BTA Advisory Group. BTA Advisory Group is a fee based firm, formed in response to the need for a total approach to financial planning, executive compensation and benefit planning for wealthy individuals and owners of privately held business.
Guy Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, AEP
Guy’s experience in the business planning and estate planning field is extensive. He has completed over 20 estate plans for families with a net worth in excess of $25,000,000 in the last 5 years working with nationally known estate planning attorneys…
Richard A. Jensen – Managing Director
As Investment Consultant and Registered Securities Representative, Richard has assisted many of his business and personal clients by developing risk efficient portfolio management strategies.
With just over 15 years experience in the financial industry…
Joseph L. Cannava – Associate
Joe Cannava has helped hundreds of successful individuals identify and achieve their life and wealth goals. He has been a wealth advisor since 1978 working with corporate executives, business owners and family stewards.
Joe is a Registered Investment Advisor…
David Nicholas CPA, CFWC – Associate
David Nicholas CPA, CFWC is a well known financial professional, educator, speaker and lecturer in Bakersfield for over 30 years. David has counseled hundreds of individuals on how to increase their income, reduce their indebtedness and save taxes …