Jim Baer

Jim is a Wealth Counselor for Osborne Partners with over 30 years of wealth management experience.  Prior to joining Osborne Partners in 2012, he served as a Portfolio Manager for AKJ Asset Management, LLC.   Mr. Baer has been active on many local community boards and was formerly Mediator Emeritus with the Palo Alto Mediation Program.  Jim holds a Master of Science in Recreation Administration from Cal. State University at San Jose, and a Bachelor of Arts in Political Science from the University of California at Berkeley.

Publications by Jim Baer

January 15, 2021 | Financial Planning

COVID-19 Aid Act of 2021: Key Highlights
Just before breaking for the holidays, Congress passed the $900 Billion Coronavirus Response and Relief Supplemental Appropriations Act of 2021 to help households, retirees, small and large businesses, and to […]
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