Giving Women an Edge Through Financial Empowerment

MasterClass Series Brought to You by BakerAvenue Financial Feminism


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Your Generation | MasterClass  | Blogs | Recommendations | Gleamings 

Introducing BakerAvenue Financial Feminism_LP

The Why: The Gender Wealth Gap

Globally, women control 85% of consumer spending....

  • However, we are paid less than men but consistently earn higher returns when we invest.
  • The problem is women invest less than men. $5 trillion of these assets are unadvised, with 71% held in cash savings.
  • Over a lifetime, women are losing upwards of $100 a day by not investing and are 80% more likely than men to be impoverished during retirement.
  • Additionally, only 22% of women have a comprehensive wealth management plan of their own in place.

Source: CNBC Women get better returns on their investments than men

Our goal is to address the gender wealth gap by empowering women financially in creative and dynamic ways.


Born between 1980 and 1995

Millennial Maggie

Generation X

Born between 1965 and 1979

Gen Xer Jennie

Baby Boomers

Born between 1946 and 1964

Baby Boomer Betty

Introducing BakerAvenue's Financial Feminism

BakerAvenue knows that people have different priorities as they go through their life transitions. We work with our female clients to understand what is important to them from a generational standpoint. This helps us to build personal long-term relationships with our clients, and align their financial goals with their values and changing circumstances. When you need to discuss your personal and professional life transitions, BakerAvenue is here for you. Hear an introduction to our MasterClass series.  

Introducing MasterClass Resources 

Depending on what generation you are, you likely have very different financial priorities and are going through differing life transitions (widowhood vs. buying your first home). You also have lived through distinct experiences (wars or recessions) that influence your money investing decisions, and you want to handle your finances based on your age and goals.

To provide personalized content, we have organized our financial education MasterClass resources by generation. No matter what stage you are in, we want to educate you by offering tailored resources to help you gain the knowledge needed to make smart financial decisions.

Our Impact & Values

At BakerAvenue our values are reflected in everything we do. As a certified B Corp and a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations unified under the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation. 

Driven by our purpose, we strive to make a positive impact on society alongside financial return. We do so by delivering intelligent wealth management strategies while fostering initiatives that catalyze positive societal change. Lastly, our firm is committed to elevating diversity and inclusion in our practices. While we believe we are all more similar than we are different, it is through those differences that drive our innovative approach.

"Nothing in life is to be feared, it is only to be understood.

Now is the time to understand more, so that we may fear less."

- Marie Curie

Some Recommendations From Us

Sheila Rabaut

Sheila Rabaut, CFP®

Wealth Advisor, Director

On Organization & Prioritization

I love this planner! I take a few minutes every week to think about last week's accomplishments - as well as prioritize what I need to focus on for the upcoming week. It is well laid out, and has been great for keeping me organized both personally and professionally.

Amy Hepburn

Amy Hepburn

Head of Impact & Philanthropy

On Food Favorites

This recipe by Ina Garten for Tomato Feta Salad is one of my summer favorites. It is quick, easy, and always a crowd-pleaser. I highly recommend this after a trip to your favorite Farmers Market!

Jennifer Leong

Jennifer Leong, CFP®, CIMA®

Wealth Advisor, Director

On Sustainable Solutions

Surge for Water invests in communities to provide safe water access, sanitation, and hygiene solutions to end the cycle of poverty. They implement customized and sustainable solutions in developing countries like Haiti, the Philippines, the Dominican Republic, and Uganda.

Elena Panco

Elena Panco

Client Services Operations Associate

On Inspiring Women Leaders

Here is a video blog that I have been enjoying watching. It is hosted by Lisa Blue, the co-founder of Quest Nutrition and President of Impact Theory. The show features women who have overcome incredible hardships to achieve massive success. There are an abundance of topics and inspiring women to learn from!

Tracy Salvador

Tracy Salvador

Director of Operations

On Family Vacations

With children still unvaccinated, I thought this article on the safest kid-friendly vacation ideas during COVID-19 offered some great tips on how to have the much-needed vacation! 

Tanya Welch

Tanya Welch, CFA, CFP®

Wealth Advisor, Managing Director

On Helping Our Youth

Friends of the Children SF Bay Area - I serve on the board of Friends of the Bay Area. This organization provides full-time professional mentors to at-risk youth for their entire schooling, to break the cycle of poverty. Mentors are such an incredible influence in the development of these kids, giving them hope for their future.

Financial Feminism "Gleamings" Newsletters

BakerAvenue Gleamings started as a collection of texts, calls, articles, and podcasts between two friends. One West Coast, the other East Coast. One single, the other caring for a multigenerational family of seven. We’ve shared past conversations with you around life, money, and values. And now, we share reflections on what is helping us cope personally and professionally.  Join our conversation.