SECURE
YOUR LEGACY

WITH ARISTA PRIVATE WEALTH GROUP

About

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Welcome to Arista Private Wealth Group, an exclusive financial planning firm committed to helping you secure your legacy and achieve financial success. Our tagline, “Secure your Legacy with Arista Private Wealth Group,” encapsulates our unwavering dedication to guiding you through every step of your financial journey.

At Arista Private Wealth Group, we understand that your aspirations are unique and deserving of personalized attention. Our team of seasoned financial advisors, led by founder Robert Baker, possesses a wealth of experience in crafting bespoke strategies designed to align with your distinct goals. We take great pride in offering the highest level of service – as our valued client, you can expect unwavering dedication, utmost discretion, and a commitment to understanding the intricacies of your financial vision. We limit our client base to ensure that everyone receives the attention and care they deserve. Whether you’re a successful entrepreneur seeking to safeguard your wealth for future generations, a business owner planning for retirement, or an individual aspiring to create a lasting legacy, we have the experience and acumen to design a comprehensive roadmap tailored to your needs.

At Arista Private Wealth Group, we firmly believe that building a secure legacy involves more than just numbers on a balance sheet. It requires a deep understanding of your values, aspirations, and dreams. Our mission is to not only help you grow and preserve your wealth but also to assist you in leaving a lasting impact on the people and causes that matter most to you. As a firm that values excellence and innovation, we harness the power of cutting-edge technology and collaborate with a vast network of industry experts to provide you with the most current and comprehensive financial guidance.

Secure your legacy today with Arista Private Wealth Group and embark on a transformative journey towards financial prosperity and a lasting impact on the generations to come. Let our exclusive and elite team be your trusted partner in building the legacy you envision.

Testimonials

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Locations

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El Segundo, CA

360 N. Pacific Coast Hwy., Suite 2701B
El Segundo, CA 90245
310.421.4598

Scottsdale, AZ

7014 East Camelback Road
Scottsdale, AZ 85251
602.263.8683

Calabasas, CA

4500 Park Granada, Suite 202-225
Calabasas, CA 91302
818.264.4072

Services

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Investment portfolio management

Investment portfolio management

Creating and managing diversified investment portfolios tailored to individual client goals and risk tolerance.

Financial Planning

Financial Planning

Developing comprehensive financial plans that encompass budgeting, retirement planning, tax strategies, estate planning, and more.

Retirement Planning

Retirement Planning

Helping clients plan for a financially secure retirement by analyzing current assets, estimating future needs, and recommending appropriate investment options.

Investment Advisory Services

Investment Advisory Services

Providing expert advice on investment opportunities, market trends, and potential risks.

Wealth Preservation

Wealth Preservation

Implementing strategies to protect and preserve clients’ wealth, including risk management and asset protection.

Estate Planning

Estate Planning

Assisting with the creation of wills, trusts, and other estate planning documents to ensure the smooth transfer of assets to beneficiaries.

Asset Allocation

Asset Allocation

Determining the appropriate distribution of assets across various investment types to achieve optimal returns based on individual goals.

Wealth Transfer and Succession Planning

Wealth Transfer and Succession Planning

Helping clients plan for the transfer of wealth to the next generation or charitable organizations.

Philanthropic Advisory

Philanthropic Advisory

Assisting clients in creating and managing charitable giving strategies and foundations.

Alternative Investments

Alternative Investments

Providing access to alternative investment options like hedge funds, private equity, real estate investments, and more.

Family Office Services

Family Office Services

Catering to the needs of ultra-high-net-worth families, which may include multi-generational wealth management, concierge services, and personalized solutions.

Certified Exit Planning Advisor

Click Here to Meet Your Certified Exit Planning Advisor

Optimizing business mergers and acquisitions with expert analysis, strategic planning, and flawless execution for seamless value realization and transition.

Robert Baker

Meet Robert Baker

Founder


A distinguished financial services professional with a passion for empowering individuals and businesses to achieve their financial aspirations. With a wealth of experience as a former Edward Jones financial advisor, Robert believes in the importance of understanding his client’s unique set of resources and ambitions and knows that defining each individual’s risk tolerance is vital to striking the perfect balance that will lead to long-term success. 

Robert’s expertise lies in crafting bespoke strategies to realize a variety of financial objectives. Whether it’s planning for a blissful retirement, securing funds for future education, or safeguarding the financial well-being of loved ones, Robert and his team work diligently to devise specific roadmaps tailored to each client’s goals. Diligently monitoring their progress, he ensures they remain on course or makes adjustments as needed, always dedicated to providing top-notch client service.

Robert’s focus areas exemplify his multifaceted expertise, including working with entrepreneurs and business owners to develop strategies across a wide range of areas including employee stock options, business retirement plans, estate and legacy planning, turnaround management and strategic business restructuring.

Robert believes that collaboration and cutting-edge technology are paramount in today’s financial landscape. Supported by thousands of experts and advanced tools, his office stays up to date to deliver the most current and comprehensive guidance.

Beyond financial matters, Robert’s personal interests reflect his commitment to a fulfilling life. He actively engages in community outreach, seeking to make a positive impact beyond the world of finance. He is a devoted husband and father of two, and enjoys traveling, riding motorcycles, and golfing with his son.

Driven by an ambition to make a difference in the lives of his clients and leave a lasting positive impact, Robert Baker is a financial services professional with the dedication and acumen to help individuals and businesses alike achieve their most ambitious financial goals.

Theo Baker

Meet theo Baker

Principal | Client Relations


Introducing Theo Baker, an exciting new professional in the world of wealth management and financial advisory services. With his educational foundation laid at Waldorf High School and further polished through diligent studies at California State University Northridge, Theo has recently emerged as a successful graduate with a journalism degree, specializing in the intricate field of public relations. Theo’s journey is defined by an unwavering commitment to empower individuals in building the groundwork for their financial dreams. Proficient in modern technologies, Theo stays at the forefront of the rapidly evolving digital landscape, ensuring his clients benefit from the latest advancements in wealth management strategies.

Guided by the teachings of Robert Baker, a respected financial advisor, Theo has developed a unique combination of approachability and loyalty, poised to offer an unparalleled balance to the financial service experience.

Beyond his professional pursuits, Theo finds comfort and inspiration in the embrace of the great outdoors and an active lifestyle. Whether skillfully navigating a golf course, working on his fitness at the gym, or seeking tranquility in a remote campsite, Theo’s enthusiasm for life is inseparable from nature’s offerings. He also indulges his passions through thrilling activities like rock climbing, skiing down magnificent slopes, and engaging in spirited basketball matches on weekends.

Theo Baker stands not only as a shining example of financial consultancy expertise but also as proof of the harmonious blend between dedicated professionalism and a vibrant, well-rounded life.

Alicia Erby

Meet Alicia Erby

Executive Vice President


Alicia serves as the Executive Vice President at Arista Private Wealth Group, overseeing nationwide operations, business development, as well as the Client Relations and Expansion team. As EVP, Alicia is a proponent of fostering a vibrant corporate culture centered on a commitment to ethical leadership and community impact. Alicia is a distinguished leader and transformative force, steering the organization towards unparalleled success and growth.

With over a decade of expertise, she has been a strategic architect, navigating the realms of workforce planning, leadership and succession planning, operations management, human capital management, and BPO planning for numerous private and public leading organizations. During her illustrious career path, she’s had the pleasure of consulting for two esteemed Fortune 500 companies where she consistently demonstrated an ability to optimize operational efficiency, elevate team performance, and drive sustained growth for her clients. She has effectively managed over $2 billion in revenues, resolving operational challenges and significantly reducing overall liability, driving substantial improvements in bottom-line performance.

As an astute leader, forward-thinking strategist, and catalyst for organizational evolution, Alicia remains dedicated to steering enterprises towards unprecedented success even in today’s challenging business landscape. Alicia’s client-centric ethos is evident in her hands-on, tenacious approach. Her dedication to realizing client goals, steering them toward enhanced profitability, and providing unwavering guidance underscores her commitment to excellence.

Beyond the boardroom, Alicia is an explorer at heart, discovering tourist destinations worldwide. An avid runner and outdoor enthusiast, she actively engages in running and rowing crew, aligning herself with communities like the Venice Run club and Athlete’s Touch. Alicia channels her passion for empowering young women through distance running by volunteering with Girls on the Run, fostering growth and resilience among the next generation of leaders.

Currently calling Marina del Rey, California, home, Alicia finds balance and inspiration in her vibrant community while continuously seeking new avenues for personal and professional growth.

Meet Linda Nash

Assistant to Robert Baker


Our assistant to Robert Baker, Linda Nash, serves as the eyes and ears of the office, providing information, answering questions, and responding to requests.  No two people are the same and Linda has the ability to create personal relationships with each client.  She then tailors the support she gives based on her relationship with them.

Her commitment is to make sure no clients’ needs are left unattended.  Each and every question, big or small, deserves attention.  She has a passion for helping others and is driven by the purpose of making clients feel heard and understood.

We owe our success to people and processes.  Linda is the supportive force behind both Robert and Theo Baker.  She is a problem solver with excellent communication skills and impeccable attention to detail.  She helps to maintain the office workflow by analyzing and refining procedures for improved client relations.  

She has a degree in Communications and Psychology from Cal State University Fullerton and spent 25 + years in Information Technology, where she self-taught herself all the necessary skills to provide support to clients.

Outside of work, Linda enjoys time with family, especially her niece and nephew.  They are her pride and joy.  She relaxes with Zen Doodling and appreciates a challenging Diamond Painting.  Her true passion however is NASCAR.  She is an avid fan and appreciates the technical aspects of the sport as well as rooting for her favorite drivers. 

Linda Nash is our clients’ best asset and helps them to achieve their financial goals through her service and support of our firm.