Brian Kretz
VP, Client Services at Baker Street Advisors
Brian joined Baker Street in 2014 as a Client Service Analyst. At Baker Street, Brian is responsible for providing financial planning services to their high net-worth families and their related entities.
Before relocating to San Francisco to join Baker Street, Brian spent two years working in Client Service for Modera Wealth Management, a Registered Investment Advisor in Boston, MA.
Brian is a CFP® professional and is a graduate of Virginia Tech, where he earned a degree in Applied Economic Management with a concentration in Financial Planning.
Timeline
- B
VP, Client Services
Current role
