Strategic Advisers
35yrs
Top advisor by experience in Rancho Cucamonga
19yrs
Daniel Baker has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Rancho Cucamonga, California. Daniel has been with Trinity Capital Management since 2013; before that, Daniel spent a year at Trinity Financial Partners. Daniel holds the CFP® designation.
One of 94 advisors with offices in Rancho Cucamonga, and one of 91 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 66% of advisors in Rancho Cucamonga
OfficeRancho Cucamonga, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.15 million
Advisors at the firm5
States licensed ?1 state
Services through Trinity Capital Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowTrinity Capital Management, LLCCurrent firm
- Mar 2013 – Sep 2013Trinity Financial PartnersPreviously
Contact Daniel
Rancho Cucamonga, CAOffice · Get directions Firm main line(805) 963-0500Headquarters: Trinity Capital Management · Santa Barbara, CA Firm websitewww.trinitycm.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Trinity Capital Management at (805) 963-0500 and ask for Daniel Baker. Daniel works from the Rancho Cucamonga, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 19 years. More experience than 66% of advisors in Rancho Cucamonga.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Trinity Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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