Wendy Baum, CPA, JD, CDFA®

Wendy Baum, CPA, JD, CDFA®

Partner

Wendy and her team coach clients to balance current monetary needs with important saving strategies for the future, always pointing to the firm’s tag line: Live for Today, Plan for TomorrowTM .  Wendy’s approach is goals-based planning, and her specialty is educating and helping to empower her clients in clarifying their goals to enjoy their financial dreams.  She supports those going through various life changes: young professionals building their future, divorce transitions, retirement, and those dealing with the death of a loved one. Wendy began her financial planning career in November 2008 after thirteen years in International Tax at Ernst & Young LLP.  In 2011, Wendy and her partner, Brad Steinback, formed Infinity Strategic Partners, LLC.  Wendy is dedicated to helping individuals and businesses address their financial goals, customizing each plan to fit the client’s financial objectives and investment risk comfort. Wendy considers risk protection strategies as well as wealth accumulation strategies. She works with a team of financial professionals who have decades of financial services experience.  Her academic achievements include a BBA in Accounting from the University of Texas in Austin and a Juris Doctorate from the Loyola University School of Law.  Wendy holds FINRA Securities Registrations Series 7, Series 66, and her life and health insurance licenses.  Wendy had also passed the Certified Public Accountant Exam, Illinois Bar Exam and the Certified Divorce Financial Analyst Exam. In 2013, she was presented the Women with Vision Award by the Women’s Bar Association of Illinois. She has been recognized annually, since 2013, as a Five Star Wealth Manager, awarded to those advisors who provide quality services to their clients.

Wendy founded the Exclusive Professional Women’s Networking Group (EPWNG) and sits on the Boards of the Vision for Tomorrow Foundation and the First Bank of Highland Park. 

Wendy lives in Deerfield, Illinois with her husband Rich, and their two sons Jordan and Tyler.

 

 

 

California Insurance License #: 0H38988


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Infinity Strategic Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 847-558-6115
Fax 224-415-3505
Mobile Phone 847-809-5118