Baker Jensen Investment Advisors

About BJIA

Baker Jensen Investment Advisors 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.

 


Guy Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, AEP

Guy Baker - Baker Jensen Investment Advisors

Guy's experience in the business planning and estate planning field is extensive. He has completed over 20 estate plans for families with a net worth in excess of $25,000,000 in the last 5 years working with nationally known estate planning attorneys... -READ MORE-

 

 

 

 

 


Richard A. Jensen - Managing Director

Richard Jensen - Baker Jensen Investment Advisors

As 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, ...

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Joseph L. Cannava - Associate

Joseph L. Cannava Investment Advisor

Joe Cannava has helped hundreds of successful individuals identify and achieve their life and wealth goals. He has been a wealth advisor since 1978 working with corporate executives, business owners and family stewards.

Joe is a Registered Investment Advisor ...

 

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David Nicholas CPA, CFWC - Associate

David Nicholas CPA CFWC

David Nicholas CPA, CFWC is a well known financial professional, educator, speaker and lecturer in Bakersfield for over 30 years.  David has counseled hundreds of individuals on how to increase their income, reduce their indebtedness and save taxes ... -READ MORE-

 

 

 

 

 


Paul Pendorf - Associate

Paul Pendorf

Paul Pendorf is an associate of Baker Jensen Investment Advisors, a Registered Securities Representive, Investment Adviser Representative (IAR), and independent insurance agent. Since 1987 Paul has been helping individuals & business owners develop effective insurance & investment strategies to protect & grow their assets.... -READ MORE-