Jim Baer Headshot

Jim W. Baer

Portfolio Counselor

Jim is a Portfolio Counselor for OPCM with over 30 years of wealth management experience.  Prior to joining OPCM 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.

Back to Our Team