Lewis Baker
Rock Creek Wealth Planners and Advisors
Silver Spring, Maryland
Contact
How to contact
Lbaker@rockcreekwealth.com
Professional Profile
Call Me When
you require a planning based solution to help manage a transition to a new phase in life that involves financial decisions.
Professions
Wealth Manager
Functional Expertise
Business growth
Cash flow enhancements
Cash management
Charitable giving
Employee benefits
Entrepreneurship
ESOPs
Family business
Investments
Real estate
Retirement
Risk management
Exit/Transition Planning
Diversity/Equity/Inclusion
Business Focus
We are a financial planning based wealth management practice with personal experience in entrepreneurship and real estate investing.
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Computer/Electronics
Education
Financial Services
Government
Health/Pharma/Biotech
Real Estate/Construction
Chapter information
Membership
DC Metro Individual
Member since
Member for 5 years
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