Adam Baker

Adam Baker

Financial Advisor

Phone: 619-282-1182
Fax: 619-282-3219
 

Adam Baker is a Financial Advisor at our San Diego branch of Independent Capital Management, Inc. as well as a Registered Representative with SagePoint Financial, Inc.  After making his way from Buffalo, New York to San Diego, California in January 2010, Adam followed his passion in helping people reach their personal and professional goals through financial advisement.

 

Adam graduated with honors from Niagara University, with a dual bachelors degree in Marketing and Business Management.  He currently holds his Series 6, Series 7, and Series 63 licenses and a California Life and Health Agent License.  He is actively focused on the economy and financial news to ensure his clients are receiving the best service possible.

 

As a Financial Advisor, he strives to educate all of his clients on the importance of financial independence.  As a non-proprietary, full service specialist, he can plan for life's milestones including retirement, college, and real estate investments while keeping his fiduciary responsibility to keep your best interest as priority. Adam works with people that have different backgrounds and financial differences. He works with business owners to help build and preserve assets while managing liabilities; young professionals starting their careers; Baby Boomers getting close to retirement or that have already started enjoying the golden years; and making the right decisions for your children. Adam would enjoy giving you guidance and helping you achieve your financial goals.