Jeff Bardini

Jeff has more than 20 years of experience advising individuals, families, and institutions. He combines investment management with deep tax expertise to improve clients’ after-tax outcomes through asset allocation, tax-loss harvesting, and asset location. He also coordinates the rest of clients’ financial lives, from cash flow and insurance to trust, estate, and philanthropic planning.

Before joining Baker Street in 2008, Jeff was a Senior Private Client Advisor at Deloitte Tax LLP, where he focused on individual, partnership, trust, and estate taxation and planning. Drawing on that background, he partners directly with clients’ CPAs and estate attorneys so tax, investment, and estate decisions are made together, not in silos.

Jeff holds the CFA®, CPA, and CFP® designations and is a member of the AICPA, where he previously served on its investment committee. He earned a B.S. in Business Administration, with concentrations in Public Accounting and Financial Management, from California Polytechnic State University, San Luis Obispo.