Christian Baldree, J.D.
Christian is a valuable asset to the team at GFBB. He earned a Bachelor’s Degree from the California State University School of Business where he minored in finance, risk management and insurance, graduating with honors. Christian is also a graduate of University of the Pacific, McGeorge School of Law. While at McGeorge, he earned certificates in both business and tax law, and was a member of the Dean’s honor list. He also served as president of the McGeorge Estate Planning and Trust Society, and was an active member of the J. Reuben Clark Law Society and the Federalist Society.
In 2009, Christian was selected to take part in Leadership Roseville, a program designed to educate young professionals on local government, with the goal of developing future civic leaders. He is active in our community and currently serves on the board of trustees to the Roseville Theater Arts Academy, a non-profit organization in Roseville. In his free time he enjoys playing golf, soccer, and studying history.
Christian holds FINRA series 7 and 66 registrations, as well as a CA insurance license. He is passionate about retirement and estate planning. He is experienced with income and asset planning, and helping individuals transition from working to retirement successfully. His areas of expertise include investing, wealth management, taxation, estate planning, life insurance, qualified retirement plans, and all types of annuities.
Christian is knowledgeable, hard-working, and truly cares about the success of each client. At GFBB, he primary focuses on qualified retirement plans, including 401K, 403b, and Defined Benefit Plans, as well as executive compensation and individual retirement planning.