Meet Michael Baird
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Michael Baird, CPA
Owner/President
Mike has been a CPA in California since 1987. His experience includes Big 4 audit (KPMG), Fortune 500 corporate accounting (Ogden Services), and local firm tax (Fred A. Marcussen, CPA) prior to entering the Financial Services industry with New England Financial Services and then Iron Point Financial Services (FKA Rios and Associates). He has focused his career on building relationships with clients and supporting them in their journey to maximize their personal and family financial success over multiple generations. He works closely with his client’s team of advisors: attorneys, CPA’s, and insurance brokers, among other trusted advisors. Mike is a Florida native who grew up on the beaches of Vero Beach.
He is proud to have played high school football for the second winningest coach in Florida high school football history and was a varsity wrestler. Having grown up in a small town, Mike recognizes the need to give back, so has contributed civically with the Rotary Club, Jaycees, Miami Project to Cure Paralysis, and professionally with the California Society of CPA’s (CalCPA). In his spare time, Mike enjoys swimming with Stanford Masters and occasionally competing in the Escape from Alcatraz open water swim. He earned a Bachelor of Science degree in accounting from Indiana University, Bloomington. Mike rode in The Little 500 bicycle race in college, the theme of the 1980 movie Breaking Away. Mike also has a Masters of Taxation from San Jose State University.