Our people make the difference. Baker Street Advisors, LLC has a team of professionals with deep
expertise in the fields of investment management, tax and financial planning. Our blend of superior
technical skills and strong inter-personal skills enable us to help our clients successfully address
complex financial challenges.

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Jeff Bardini

Managing Director

Since 2008, Jeff has advised both institutional clients and high net-worth individuals on financial planning and investment management strategies to reduce costs (taxes and fees) and help keep our client’s financial lives in order (risk, cash flow, insurance, trust, estate planning).

Prior to joining Baker Street Advisors, Jeff was a Senior Private Client Advisor at Deloitte Tax LLP where he focused on individual, partnership, trust and estate taxation and planning techniques.

Jeff graduated from California Polytechnic University, San Luis Obispo with a Bachelor of Science in Business Administration with concentrations in both Public Accounting and Financial Management. Jeff is a CFA® charterholder, a Certified Public Accountant (CPA), a Certified Financial Planner (CFP®) and a member (and former investment committee member) of the American Institute of Certified Public Accountants.

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