James W. Baker, CFP®, ChFC
Financial Advisor
James W. Baker is a Financial Advisor and a Certified Financial Planner who has been authorized to use the trademarked CFP designation by the Certified Financial Planning Board of Standards, Inc. since 2004. Jim was also awarded the designation of Chartered Financial Consultant by the board of trustees of the American College in Bryn Mawr, PA in 2003.
Jim has been involved in the financial services industry since 1996. He has worked with several financial firms and his experience has afforded him a diverse array of knowledge that he can effectively apply to meet his clients’ best interests and individual needs.
Prior to changing careers, Jim established a background in engineering, and engineers are still one of his niche groups. This engineering background has helped him keep up with the ever-changing technology associated with the financial services industry.
Jim is married to his lovely wife Amie, and they have four children. Jim and Amie both enjoy the outdoors, hunting and tending to their animals.