Lewis Baker, Cfp®,Cepa,Crps

Lewis Baker, Cfp®,Cepa,Crps Email and Phone Number

Principal @ Rock Creek Wealth Planners & Advisors, powered by Farther
Silver Spring, MD, US
Lewis Baker, Cfp®,Cepa,Crps's Location
Silver Spring, Maryland, United States, United States
Lewis Baker, Cfp®,Cepa,Crps's Contact Details

Lewis Baker, Cfp®,Cepa,Crps work email

Lewis Baker, Cfp®,Cepa,Crps personal email

n/a

Lewis Baker, Cfp®,Cepa,Crps phone numbers

About Lewis Baker, Cfp®,Cepa,Crps

CERTIFIED FINANCIAL PLANNER™ & Certified Exit Planning Advisor (CEPA) with 30 years of experience assisting small business owners, self-employed individuals, and retirees reach their financial goals.

Lewis Baker, Cfp®,Cepa,Crps's Current Company Details
Rock Creek Wealth Planners & Advisors, powered by Farther

Rock Creek Wealth Planners & Advisors, Powered By Farther

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Principal
Silver Spring, MD, US
Website:
rockcreekwealth.com
Employees:
9
Lewis Baker, Cfp®,Cepa,Crps Work Experience Details
  • Rock Creek Wealth Planners & Advisors, Powered By Farther
    Principal
    Rock Creek Wealth Planners & Advisors, Powered By Farther
    Silver Spring, Md, Us
    View
  • Mid-Atlantic Legacy Fund
    Member Of The Board Of Advisors
    Mid-Atlantic Legacy Fund Jun 2024 - Present
    Lewes, Us
    View
  • Rock Creek Wealth Planners & Advisors, Powered By Farther
    Principal
    Rock Creek Wealth Planners & Advisors, Powered By Farther Aug 2018 - Present
  • Retirement Care Plans
    Founder
    Retirement Care Plans Mar 2023 - Present
    Founder of Retirement Care Plans, LLC
    View
  • Academy Fund
    Co-Manager - Investor Development
    Academy Fund Dec 2020 - Present
    Washington Dc Region, Us
    View
  • Empower
    Member Board Of Directors
    Empower May 2022 - Present
    Mclean, Virginia, Us
    View
  • Empower
    Advisory Board Member
    Empower Sep 2019 - Apr 2023
    Mclean, Virginia, Us
    View
  • Baker Schilling Smith Wealth Strategies
    Partner
    Baker Schilling Smith Wealth Strategies Nov 2002 - Jul 2018
  • Megree, Inc
    Advisory Board Member
    Megree, Inc 2008 - 2009
    Washington, Dc, Us
    View
  • Morgan Stanley
    Vice President
    Morgan Stanley Jul 1999 - Nov 2002
    New York, Ny, Us
    View
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Sep 1994 - Jun 1999
    New York, Ny, Us
    View
  • Us Army
    Officer
    Us Army 1991 - 1994
    Arlington, Virginia, Us
    View

Lewis Baker, Cfp®,Cepa,Crps Skills

Small Business Financial Advisory Emerging Markets Nonprofits Competitive Analysis Fundraising Tactical Asset Allocation Account Management Analysis

Lewis Baker, Cfp®,Cepa,Crps Education Details

  • United States Military Academy At West Point
    United States Military Academy At West Point
    Management And Systems Engineering

Frequently Asked Questions about Lewis Baker, Cfp®,Cepa,Crps

What company does Lewis Baker, Cfp®,Cepa,Crps work for?

Lewis Baker, Cfp®,Cepa,Crps works for Rock Creek Wealth Planners & Advisors, Powered By Farther

What is Lewis Baker, Cfp®,Cepa,Crps's role at the current company?

Lewis Baker, Cfp®,Cepa,Crps's current role is Principal.

What is Lewis Baker, Cfp®,Cepa,Crps's email address?

Lewis Baker, Cfp®,Cepa,Crps's email address is le****@****ing.com

What is Lewis Baker, Cfp®,Cepa,Crps's direct phone number?

Lewis Baker, Cfp®,Cepa,Crps's direct phone number is +120223*****

What schools did Lewis Baker, Cfp®,Cepa,Crps attend?

Lewis Baker, Cfp®,Cepa,Crps attended United States Military Academy At West Point.

What skills is Lewis Baker, Cfp®,Cepa,Crps known for?

Lewis Baker, Cfp®,Cepa,Crps has skills like Small Business, Financial Advisory, Emerging Markets, Nonprofits, Competitive Analysis, Fundraising, Tactical Asset Allocation, Account Management, Analysis.

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