Advisor profile


My approach

Stephen Baker - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Stephen Baker - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
21
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
  • CLTC® Certified Long Term Care®
  • BFA™ Behavioral Financial Advisor™
  • Series 7, Series 66, Life, Accident & Health

Education

  • BA, Finance & Entrepreneurial Studies, University of New Mexico, Albuquerque, NM

Interests

  • I enjoy traveling & exploring new countries. Portugal is next on my list!
  • Weekends are filled with friends, family & bike rides. Grand Lake and Rocky Mountain National Park are two of my favorite places to bike and hike.
  • Outside of work, travel, & outdoor activities my time is spent designing & creating stained glass.

Community participation

Supporter of Denver Metro Partners - providing mentoring & support to at risk youth in Denver

Supporter of Lazarex Cancer Foundation - a non-profit providing financial assistance to patients & family members

Junior Achievement Volunteer

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2016, 2017, 2018

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.