Mike Baker
Managing Partner @Gerber Kawasaki Wealth & Investment Management
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WORK HISTORY
Managing Partner @Gerber Kawasaki Wealth & Investment Management
Provide comprehensive financial planning and wealth management services to high-net-worth clients, including entrepreneurs, industry leaders, and young families navigating complex financial decisions.• Deliver proactive wealth management strategies encompassing retirement planning, tax optimization, estate planning, and equity compensation guidance for tech professionals and business owners.• Lead the firm\'s recruiting and training division, developing comprehensive onboarding programs that integrate new financial advisors into the firm\'s collaborative culture and systems.• Mentor financial advisors at all experience levels, providing guidance on practice management, client service excellence, and professional development to help them build successful practices.
EDUCATION
El Camino College
Associate of Science - AS, Business Administration and Management, General
San Diego State University
Bachelor of Science, Business Administration, Finance
UCLA Extension
Certificate in Personal Financial Planning
ABOUT MIKE BAKER
Mike Baker, CFP®, is a Managing Partner at Gerber Kawasaki Wealth and Investment Management, where he leads the firm\'s recruiting and training division for new financial advisors. In this capacity, Mike has developed comprehensive onboarding programs and mentors advisors at all experience levels, helping them integrate into the firm\'s collaborative culture while building successful practices.As a CERTIFIED FINANCIAL PLANNER® professional, Mike provides comprehensive financial planning and wealth management to high-net-worth clients, including entrepreneurs, industry leaders, and young families who value his proactive service and dedication to helping them achieve their financial goals. His empathy, attention to detail, and superior listening skills consistently resonate with clients navigating complex financial decisions.Born and raised in Torrance, California to a family of blue-collar workers, Mike developed an early fascination with the stock market and its wealth-building potential. His passion for math led him to earn a Bachelor\'s in Business Administration with an emphasis in Finance from San Diego State University, becoming the first in his family to graduate from college. During a summer internship at a large Los Angeles wealth management firm, Mike discovered the transformative impact financial planning can have across different life stages. After graduation, he pursued a career in financial services, finding his professional home at Gerber Kawasaki.As a first-generation college graduate, Mike is committed to creating opportunities for others through mentorship. He actively mentors students through San Diego State University\'s Aztec Mentor Program and regularly delivers financial wellness presentations to companies and their employees on topics including Personal Financial Wellness 101, Understanding Your Finances During Turbulent Times, Protecting Your Family\'s Finances, Planning for College, and Navigating Equity-Based Compensation.Mike serves as Los Angeles Chapter Alumni Chairperson for San Diego State\'s Alumni Association, where he helps raise funds for worthwhile charities. An avid Dodgers, Rams, and Lakers fan, Mike enjoys traveling and spending quality time with his wife and young son in Southern California.
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