Wendy Baum JD, CPA, CDFA

Wendy Baum JD, CPA, CDFA

Financial Consultant

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Phone: 847-558-6115
Fax: 224-415-3505
E-mail:
 

Wendy began her financial planning career in November 2008 after 13 years as an International Tax Senior Manager at Ernst & Young LLC.  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.  Wendy and her team strive to help clients balance their current monetary needs with future savings, always pointing to the firm's tag line: “Live for Today, Plan for Tomorrow.” TM   Wendy's focus is in helping to empower women with both financial education and discipline.  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.  She is a Certified Public Accountant, attorney and Certified Divorce Financial Analyst.   In 2013 and 2014, she won the Five Star Wealth Manager Award and was presented the Women with Vision Award by the Women's Bar Association of Illinois in 2013.

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 boys Jordan and Tyler.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC. Infinity Strategic Partners, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. 

 

California Insurance License #: 0H38988


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.