What does financial well-being look like? At Wealth Teams Alliance, our affiliates know everyone’s view of financial well-being is truly unique, and that our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals.

As an integral part of the business since 2010, Ellen Baker has been educated in life insurance, retirement planning, 401(k) consultations, investment advisory services, and other financial services that Wealth Teams Alliance provides. She excels in the industry by working behind-the-scenes to help the business run smoothly and efficiently, putting the client and their needs first.

As the daughter of the founder, Guy Baker, Ellen has gleaned from his fifty years of experience and knowledge to understand the importance of all the services Wealth Teams Alliance offers.  Ellen started working with him at the age of ten, doing odd jobs, but it wasn’t until her third year of college that she realized all the parts of the industry interested and suited her. She loves to work with and serve people, enjoys problem-solving, and is knowledgeable in technology. With a Bachelor of Arts in Psychology from the University of Hawaii, she is uniquely equipped to bring a personal touch to client interactions, while applying a mathematical mind to finding solutions that will prepare clients for retirement or estate succession.

Ellen’s heart for community service helped her as a volunteer at the Irvine Chamber of Commerce. She was named Member of the Year in 2008 and while she was a Board member, she spearheaded the creation and implementation of the now-successful Emerging Professionals Group for younger Chamber members.

Having been trained by Guy for many years in an environment that encourages serving others, Ellen is in the perfect position to be an integral part of the succession plan of the company.

Ellen Baker
Chief Operating Officer – Wealth Teams Alliance
15520 Rockfield Blvd, Suite G, Irvine, CA  92618
Office. 949.900.0055
Fax. 949-900-0247
ellen@wealth-teams.com
www.wealth-teams.com

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