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About Joel Baker

Joel Baker is a nationally recognized educator, author, and wealth planner. As the creator of THE J R. Baker Process, he focuses on preserving, protecting, empowering, and perpetuating his client’s wealth for the benefit of future generations. 

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Joel R. Baker is the co-founder of Financial Planning Services, one of the first fee-based financial and estate planning firms in 1971. 

 

Since 1972, 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”. 

 

Joel is the Founder of the Pacific Coast Youth Polo Association. Co-founder 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 and Chairman of the Endowment Fund Committee for the Vikings of Solvang. We have raised two foster sons. 

 

He enjoys the outdoors, especially where he lives in Santa Ynez Valley (California). Joel has played professional polo since 1970 and has enjoyed raising and training many of the horses he currently plays. He has been coaching United States International polo teams, winning the Silver medal in the World Snow Championships in China and the Silver medal in the World Cup in Chile. Joel was fortunate to attend Fort Lewis College in Durango, Colorado, on a skiing scholarship, and he still enjoys the sport immensely. 

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Popular Books By Joel R. Baker

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P. O. Box 66

560 McMurray Road

Buellton, CA 93427

805-688-8562

jbaker@jrbakergroup.com

This website has been published in the United States and is intended for U.S. residents only. This website is for informational purposes only and is not an offer to buy or sell (or a solicitation of an offer to buy or sell) any security or instrument or to participate in any particular trading or investment strategy. THE JR Baker Group is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). THE JR Baker Groupand its representatives are currently in compliance with SEC regulatory filing requirements and the states in which THE JR Baker Group maintains clients. 

 

THE JR Baker Group may only transact business in the states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to THE JR Baker Group’s investment advisory services. Therefore, the publication of this website should not be construed by any prospective client as a solicitation by THE JR Baker Group to effect, or attempt to effect, transactions in securities or the offering of personalized investment or tax advice for compensation, over the internet. 

 

Any subsequent, direct communication by THE JR Baker Group with a prospective client shall be conducted by a representative that is either registered (or qualifies for an exemption or exclusion from registration) in the state where the prospective client resides. All investment strategy information is for descriptive purposes only and does not take into account a prospective client’s specific investment objectives, risk tolerance, financial situation or liquidity needs. Such strategies may not be suitable for all investors and this is not a solicitation or recommendation for any particular investment or investment strategy. All investments and investment strategies involve risk, including the possible loss of principal. There is no guarantee that any investment or investment strategy will achieve its investment objectives. For additional information and a complete description of investment risks, fees, and services, please review the THE JR Baker Group (Form ADV). Please note that registration as an investment adviser or investment adviser representative does not imply any level of skill or training.

© 2021 by THE J R Baker Group

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