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Our financial advice team


Gregory Baker, Financial Advisor serving the Pismo Beach, CA area - Ameriprise Advisors

Gregory Baker

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
North Harbor Wealth Management
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science in Business Administration and Accounting at California State University, Fresno

Awards & recognition

  • Ameriprise Circle of Success, 2014

Community participation

  • Rotary Club of Pismo Beach / Five Cities - Past President, 2016-2017
  • Pismo Beach Rotary Foundation - Current Board Member and Managing Director
  • Pismo Beach Chamber of Commerce - Past Board Member and Treasurer

Interests

  • Business Values: Integrity, Honesty, Transparency, Fairness, Teamwork, Accountability and Reliability
  • Personal Values: Faith, Family, Health, Wealth and Happiness
  • I enjoy living on the Central Coast of California, and love to play golf as well as exploring the many hiking trails along the coast and in the surrounding mountains.
  • I am interested in United States History, particularly the Civil War period, World War II and the Revolutionary War. My dream is to visit the major battlefield sites of the Civil War.
  • I enjoy reading historical novels.