Broker Check
Kevin Baird,  CFP® AIF® AACEP®

Kevin Baird, CFP® AIF® AACEP®

President and Founder

A well experienced professional in the financial services industry, Kevin G. Baird has been a local financial planner and wealth manager for over 20 years. He is the President and founder of BAIRD Wealth Strategy Group as well as a Registered Representative and Branch Manager with United Planners Financial Services. The majority of his practice is devoted to helping pre and post retirees thoroughly understand their options to better manage their wealth, reduce future taxation and control the risk of their investments. He recognizes that outliving your income is a major concern for most retirees. He can help you minimize the risk of your investments while striving to stay ahead of the long term costs of inflation. Kevin is a Certified Financial Planner™, Certified Estate Planner, Accredited Investment Fiduciary® and holds the Series 7, 24 and 63 securities registrations as well as Life/Health/Disability Insurance licenses.

A California native who truly appreciates all the beauty the state has to offer, Kevin has lived in the Santa Barbara area for over 30 years. Working his way through college, he received his Bachelor of Arts degree from UCSB. Kevin believes in “giving back” and is an active member of his community. He is a current member and the past president of his local Rotary club, and volunteers as a youth mentor in the local school system. For the past 10 years, he has served the Boy Scouts of America as a Cubmaster, Scoutmaster and an adult volunteer. As a youth, Kevin achieved the rank of Eagle Scout and is now the proud father of his two Eagle Scout sons. He has been a volunteer and/or board member for many local organizations like UCPA, Girls Inc., Mentor Match, Carpinteria Education Foundation, Klein Bottle Youth Programs, Rotary International, Boys Scouts of America  and the Boys and Girls Club of Carpinteria.

Kevin has been married to his wife, Donna, for over 25 years and they have two adult sons, Johnathan and Ryan. Kevin enjoys spending his free time outside. You can usually find him coaching or playing basketball, SCUBA diving and kayaking around the Channel Islands,  and backpacking in the local mountains with his family and friends.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.