Broker Check
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), which was a premier group of professional women both in Chicago and Scottsdale.  After creating the group in Chicago in 2009, she was the President, led the Board of the nonprofit organization, and expanded the group to Scottsdale in 2018.  After the pandemic, both the Chicago and Scottsdale groups ended in 2023.  During this same time period, Wendy was on the Board of the Vision for Tomorrow Foundation, strategically funding research projects related to Aniridia and Albinism.  Wendy currently sits on the Board of the First Bank Chicago.

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

This Five Star Wealth Manager Award was given on October 1, 2023, remains valid for the year of 2023, and is administered by Crescendo Business Services, LLC (dba Five Star Professional). Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. The named award recipient previously won this award in 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022.

ADV Part 2B Brochure

California Insurance License #: 0H38988