Advisor profile


My approach

Gregory Baker - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Gregory Baker - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

  • Business Values: Integrity, Competence, Creativity, Stability, Service
  • Personal Values: Faith, Family, Health, Wealth, Happiness
  • I enjoy living here 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 like reading historical novels.

Community participation

  • Rotary Club of Pismo Beach / Five Cities - Former President and Director
  • Pismo Beach Chamber of Commerce - Former Board Member and Treasurer

Awards & recognition

  • Ameriprise Circle of Success, 2014