Ginnie Baker

Partner
CFP®

Ginnie Baker, CFP®

Partner

Ginnie joined Beaird Harris Wealth Management as a Financial Planner in December 2015 and became a Partner in 2020. She works with high-net-worth individuals and families and has a niche in the healthcare industry. She helps guide clients through financial decisions, educating them about their investments, insurance, estate plan, employee benefits and retirement plans, and works with clients to coordinate, implement and monitor their financial plans.

Ginnie earned a Master of Science in Personal Financial Planning from Texas Tech University in May of 2012, and a Bachelor of Business Administration in General Business in 2008.

Ginnie is a Certified Financial Planner™ professional, licensed Investment Advisory Representative and member of the Financial Planning Association (“FPA”). She is a Past President of the DFW Chapter of FPA. She also serves as Chair of the National OneFPA Advisory Council’s Executive Committee. She is active in the Personal Financial Planning Program at Texas Tech and served as the President of the Texas Tech Financial Planning Alumni Association Board in 2019. She has previously served as the Chair of the Mentorship Program for the Alumni Association Board and actively participates in Zero Alpha Group’s Women’s Forum.

Ginnie was awarded the FPA DFW Young Guns award in 2017. The Young Guns Award is given to an up-and-coming planner age 36 and under who is making contributions to the financial planning profession and FPA DFW organization. She has been named a Best Financial Planner in D Magazine since 2018. She received the Texas Tech Financial Planning Young Guns Award in 2020. The Young Guns Award is given to a graduate of the Texas Tech Personal Financial Planning Program that has enhanced the reputation of the Program and Department at Texas Tech through their emerging record of achievements. In 2023, Ginnie was named to Investment News 40 Under 40.


*DISCLOSURE: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ginnie Baker and/or Beaird Harris Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Ginnie Baker and/or Beaird Harris Wealth Management by any of their clients.

ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available here.

Biography

Ginnie joined Beaird Harris Wealth Management as a Financial Planner in December 2015 and became a Partner in 2020. She works with high-net-worth individuals and families and has a niche in the healthcare industry. She helps guide clients through financial decisions, educating them about their investments, insurance, estate plan, employee benefits and retirement plans, and works with clients to coordinate, implement and monitor their financial plans.

Ginnie earned a Master of Science in Personal Financial Planning from Texas Tech University in May of 2012, and a Bachelor of Business Administration in General Business in 2008.

Ginnie is a Certified Financial Planner™ professional, licensed Investment Advisory Representative and member of the Financial Planning Association (“FPA”). She is a Past President of the DFW Chapter of FPA. She also serves as Chair of the National OneFPA Advisory Council’s Executive Committee. She is active in the Personal Financial Planning Program at Texas Tech and served as the President of the Texas Tech Financial Planning Alumni Association Board in 2019. She has previously served as the Chair of the Mentorship Program for the Alumni Association Board and actively participates in Zero Alpha Group’s Women’s Forum.

Ginnie was awarded the FPA DFW Young Guns award in 2017. The Young Guns Award is given to an up-and-coming planner age 36 and under who is making contributions to the financial planning profession and FPA DFW organization. She has been named a Best Financial Planner in D Magazine since 2018. She received the Texas Tech Financial Planning Young Guns Award in 2020. The Young Guns Award is given to a graduate of the Texas Tech Personal Financial Planning Program that has enhanced the reputation of the Program and Department at Texas Tech through their emerging record of achievements. In 2023, Ginnie was named to Investment News 40 Under 40.


*DISCLOSURE: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ginnie Baker and/or Beaird Harris Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Ginnie Baker and/or Beaird Harris Wealth Management by any of their clients.

ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available here.

Connect

Education

M.S., Texas Tech University
B.B.A., Texas Tech University

Certifications / Licenses

Certified Financial Planner (CFP®)

Involvement

Financial Planning Association
Financial Planning Association, Advisory Council Executive Committee, Chair
Financial Planning Association DFW Board of Directors, Past President
Texas Tech University Personal Financial Planning Alumni Association Board, Past President

Recognition

2017 DFW FPA Young Guns Award Recipient*
2018-2022 D Magazine Best Financial Planners in Dallas*
2020 Texas Tech Personal Financial Planning Young Guns Award Recipient*
2023 Investment News 40 Under 40*

Years at Beaird Harris

7 Years

Prior Experience

Tolleson Wealth Management
FJY Financial, LLC

Born & Raised

Lubbock, TX

Family

N/A

Favorite

Vacation Destination: Punta Cana, Dominican Republic

Fun Fact

My Great, Great, Great Grandfather was one of the signers on the Texas Constitution of 1876. It remains the current constitution for the State.

Favorite Quote

“You cannot have a positive life and a negative mind.”
– Joyce Meyer