Lewis D Baker

Principal

Silver Spring, Maryland

Professional Profile

Call Me When

Call Me When... You require a planning based solution to help manage a transition to a new phase in life that involves financial decisions.

Contact Method

Lbaker@rockcreekwealth.com

Profession

  • Wealth Planner
  • Professional Certifications

    CFP, CEPA

    Functional Expertise

  • Cash management
  • Employee benefits
  • Entrepreneurship
  • Investments
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    CEPA

    Client Industries

  • Health/Pharma/Biotech
  • Real Estate/Construction
  • Client Results

    Membership

    DC Metro

    Member Since

    Sponsorship Type

    Silver

    Chapter Leadership Role

    Why I'm a Member of XPX

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