Audrey Baker, CLU®, ChFC®, CASLINDEPENDENT WEALTH ADVISER
Focusing on risk assessment and insurance planning, Audrey Baker is a Wealth Adviser who helps her clients plan for their future financial security. Audrey’s clientele consists of business owners, local professionals and high-income families.
Audrey attended the University of the Pacific where she earned a Bachelor of Science in Business and a Bachelor of Arts in Spanish. While working in the corporate environment in the Bay Area, she completed her MBA at Santa Clara University. After becoming a Financial Adviser, she furthered her studies through The American College and earned the industry designations of Chartered Life Underwriter, Chartered Financial Consultant® and Chartered Advisor for Senior Living.
In her spare time, Audrey enjoys singing and playing the piano and guitar. She currently sings with the Modesto Symphony Orchestra chorus and has been a cast member of Modesto Performing Arts productions in years past. Audrey and her husband, Nick, both Modesto natives, have a daughter, Paige, and a son, Noah.
What I do really well: My mission is to positively impact the lives of my family, friends and clients. Therefore, when working with clients, my first focus is to listen. By understanding the personal goals of an individual, I can create recommendations and plans that are appropriate to his or her needs and wishes. I work well with individuals who desire to take action to ensure a solid financial future.
Clients I work best with: Families and business owners looking to protect their family, livelihood and overall security. People who wish to leave a legacy in their own unique way and are looking for the most efficient way to do so.
My thoughts on financial planning: Security. In a time of fluctuating financial climate, it is imperative to have a financial plan in place that can withstand cycles of the economy. Understanding how to protect your financial goals is crucial to every family and business, no matter how large or small.
Who I am really: A mother, wife, sister and farmer’s daughter. Born and raised in Modesto, my spare time is devoted largely to spending time with my children and husband, working out, and playing music, including voice, piano and guitar lessons; singing with Modesto Symphony Orchestra Chorus; and participating in other community philanthropic activities.