Tim Baker has proudly served clients with Equitable Advisors since 1997 and is a member of the firm’s prestigious Platinum Paramount Planning Group. A United States Navy veteran, Tim served honorably during both Operation Desert Shield and Desert Storm.
With decades of experience, Tim specializes in estate planning, wealth preservation, retirement income strategies, and comprehensive wealth management. He earned the Retirement Income Certified Professional® (RICP®) designation in 2015, further enhancing his ability to guide clients through complex retirement decisions. He also serves as Director of Referral Alliances for Equitable Advisors.
Tim’s commitment to service extends beyond his profession. He is actively involved in his community as a member of Sebring Firemen, Inc., the Highlands County Fair Board, and serves as a Deacon at Grace Bible Church.
A devoted family man, Tim has been married to his wife, Jodi, for 34 years. Together, they have three sons—Tyler (Amanda), Jordan (Alexa), and Dalton (Shannon)—and are proud grandparents to four grandchildren.
Tim’s professional achievements include induction into Equitable Advisors’ Hall of Fame in 2007, the Distinguished Service Award in 2017, three Bronze Eagle Awards, five Silver Eagle Awards, and the prestigious Order of Excalibur in 2012.
CA Insurance License #4339928