Daniel C Baker, CFP®, CLU®, CLTC

Wealth Management Advisor

Professional

In a world of rapidly changing events and market conditions, there is a strong case to be made for working with a qualified Advisor who offers long-term market experience.  

Starting in the mid-1980s, I worked for 10 years for the investment banking firm of CS First Boston in New York and Dallas, covering tier-one institutional fixed income clients, including many of the largest banks and savings institutions in the Southwest.  In the mid-1990s, I left CS First Boston to join Los Angeles-based Home Savings of America.  At Home Savings, I served as a Senior Vice President in the Treasury Division.

In addition to my work with institutional clients, prior to joining Northwestern Mutual Financial Network in 2002, I worked with high net worth individuals through the Private Client Division of Citigroup´s Smith Barney.  My current role is to direct investment services throughout the Texas Financial Group´s territory, which includes Houston, Austin and San Antonio.

Over the course of a career that began some twenty years ago, I have had the opportunity to assist clients, both individual and institutional, in handling a wide range of securities transactions. This experience and the expertise that comes with many years of service are what I offer to each of my clients in the context of a relationship of care.

Education

  • Baylor University: Master of International Management in International Management
  • Baylor University: Bachelor of Arts degree in Foreign Service

Associations and Memberships

  • Phi Beta Kappa
  • National Association of Insurance and Financial Advisors
  • Houston Association of Insurance and Financial Advisors

 

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