Jim Baer Headshot

Jim W. Baer

Portfolio Counselor

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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