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 to assist people by reaching 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 & 63 Licenses and a California Life and Health Agent License.  As a hardworking member of the ICM team, Adam is actively pursuing his Series 7, Series 24, and Series 66 licenses to ensure his clients and peers are receiving the best service possible.
 
As a Financial Advisor, Adam strives to educate all of his clients on the importance of financial independence.  He is a full service financial specialist, which means he can plan for life's milestones including retirement, college, and real estate investments as well as help manage liabilities and protect his client's assets. He feels that it is imperative to create a custom, well-balanced financial plan using reliable resources for each individual person that best fits his or her goals and needs. Adam has made it his goal to build longevity with his clients while building a foundation to achieve all of their financial goals.

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