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Our financial advice team


Josh Baker, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Josh Baker

CFP®

Financial Advisor

Managing Director
Baker Phillips Wealth Management
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7 and 66
  • Washington State Life and Health Insurance

Education

  • Bachelors Degree, Communications, Washington State University, Pullman, WA

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Previous experience

  • Financial Advisor, Merrill Lynch, 2012-2020

Community participation

Bellevue Chamber of Commerce

  • Wounded Warrior Project
  • Habitat for Humanity

Interests

  • Reading
  • Golfing
  • Snowboarding
  • Spending time with family