Richard A. Jensen
Richard A. Jensen -- Managing Director
Investment Consultant and Registered Securities Representative, Richard has assisted many of his business and personal clients by developing risk efficient portfolio management strategies. With just over 15 years experience in the financial industry, Richard offers clients a wide range of expertise and service.
Baker Jensen Investment Advisors LLC. is the portfolio management arm of the BTA Advisory Group. BTA Advisory Group is a fee based firm, formed in response to the need for a total approach to financial planning, executive compensation and benefit planning for wealthy individuals and owners of privately held business. As Managing Director of the portfolio management division, Richard oversees all aspects of investment holdings and asset allocation on individual and business client accounts.
Richard holds a BS from The University of California Irvine in Economics. He has been married to Nanette since 1993 and lives in San Clemente with their son Ellis and daughter Ryan.