Baird is a private wealth management firm that provides financial advisory, investment management, capital market, and private equity services to affluent and high net worth individuals through the US, Asia, and Europe.
As a Director out of the Sacramento office, Seth Kaplan and his team work with a select group of individuals, where they provide comprehensive financial advisory and wealth management services that are individually catered to each client’s personal financial situation.
Whether assisting client’s who are selling a business, who have had a recent liquidity event, or who are going through the transition of divorce, Seth and his team are driven by the belief that comprehensive skills, deep expertise, integrity, and great service are the foundation to a successful long-term relationship.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.