CHRIS BAKER*, CPA, PFS, CFP®

Chris Baker's clients are primarily closely held businesses as well as professionals and other affluent individuals. Her specialties include financial planning*, estate analysis, business planning and tax reduction strategies.

Chris became affiliated with FMC in 1989. Prior to starting her own company, she served as a financial consultant for Cigna Individual Financial Services, assistant controller for Hawthorne Community Medical Group and staff accountant/auditor for Coopers & Lybrand.

She earned her Certified Public Accountant (CPA) designation in 1982, her Certified Financial Planner (CFP®) designation in 1988 and became a Registered Investment Advisor (RIA) of Baker & Associates in 1993 and became an investment advisor representative of MML Investors Services, Inc.s' Corporate Registered Investment Advisor in 1997.  She holds California licenses as a Life and Disability Agent and as a Variable Contract Agent and learned the NASD Series 7 (General Securities registration). She earned her Bachelor’s degree in Accounting, graduating summa cum laude from Indiana State University.

CA Insurance License #:0730421

PRODUCTS AND SERVICES
FMC Financial Group offers a full range of services to help clients identify and realize their financial goals. Our services include:
Estate and retirement analysis
Investment* and portfolio analysis
Pensions and employee benefit plans
Disability income insurance analysis
Executive compensation and business insurance plans

Our strategy is to recommend products and programs based on a clear understanding of each client's individual needs, means, goals, temperament, and willingness to handle risk.

PERSONAL PLANNING

BUSINESS PLANNING

INVESTMENT AND PORTFOLIO ANALYSIS *

YOUR ONE SOURCE FOR ALL YOUR PLANNING NEEDS
Wealth Management Solution allows you to see all your portfolio’s elements in one place for maximum control of your financial future. Wealth Management Solution automatically organizes your investments, insurance, estate plan, bank accounts and other financial instruments, so you can see in a glance how you’re doing – and what more you may need to do to help you achieve your personal financial goals!

With Wealth Management Solution, you can:
Monitor your portfolio’s financial performance on a daily basis!
Continuously measure your portfolio’s performance against your financial objectives!
Receive automatic alerts when Wealth Management Solution detects a problem – or discovers an opportunity!
Share data with your FMC Financial Group Representative via computer to receive real-time input without leaving the comfort of your home or office!

Knowledge is power. Consult your Wealth Management Solution account often to monitor portfolio performance.

  Wealth Management Solution: Client Web Link
* Chris Baker is a registered representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC.  Supervisory office: 4695 MacArthur Court, Suite 1000, Newport Beach, CA. 92660. Tel (949) 660-1717.
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Copyright © 2005
FMC Financial Group
Tracking # 047940-001

FMC Financial Group • 4695 MacArthur Court Suite 1000 • Newport Beach CA 92660 • 949-660-1717 • Fax: 949-660-1991