Jim is a Portfolio Counselor for OPCM with over 20 years of wealth management experience. He most recently served as a Portfolio Manager for AKJ Asset Management, LLC. Mr. Baer has been active on many local community boards and is currently 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.
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