Specialties
About Me
I’m the founder and Senior Financial Advisor, and for over 30 years, I’ve been helping clients understand where they are financially and build a clear path toward where they want to go.
My goal is to provide experienced, steady guidance so my clients feel confident, supported, and prioritized every step of the way. I take pride in building lasting relationships—being there through both the wins and the challenges and helping clients stay accountable so they can truly achieve their goals. I earned my bachelor’s degree from Texas A&M University and began my practice in 1997. I hold the CLU®, ChFC®, and CFP® designations, which allow me to provide well-rounded, knowledgeable advice tailored to each client’s needs. Throughout my career, I’ve also been actively involved in professional organizations and was honored to be named to Forbes’ Best-In-State list for Financial Security Professionals. Outside of work, I enjoy spending time with my wife, Julia, and our family here in Texas.
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Interests & Hobbies
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Credentials
CFP, ChFC, CLU
Chartered Designations
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Disclosures
Keith Baker II is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0D48747), FL, MD, MI, MN, TX, VA, and WA. No insurance business may be conducted outside the states referenced. As a New York Life Agent, Keith Baker II is licensed and authorized to offer insurance in California, but KEITH A. BAKER AND ASSOCIATES may not be. For additional information on California licensure status, please click here. Keith Baker II is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3833 S Texas Ave Ste 108, Bryan, TX, 77802, 979-764-1532. In this regard, this communication is strictly intended for individuals residing in the states of CA, MD, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Keith Baker II is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, MD, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. KEITH A. BAKER AND ASSOCIATES is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither KEITH A. BAKER AND ASSOCIATES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.