James Baker, Jr.
CFP®
Senior Associate | Wealth Manager
James Baker, Jr. is a Financial Advisor at Diamond State Financial Group. He works with business owners, medical professionals, and (pre)retirees within the community. James takes an educational approach and specializes in creating innovative strategies to help overcome the unique challenges these individuals face. His specialties include:
- Income Protection Strategies
- Tax Distribution Strategies
- Wealth Management
- Retirement Strategies
- Employee Benefits
- College Funding Strategies
- Asset Protection Strategies
James is passionate about helping his clients and strives to build a reputation founded on honesty and integrity.
Education
James graduated from the University of Delaware with a Bachelor of Science in Business Administration with a concentration in Finance. James holds his Series 7 and Series 66 registrations and his Life and Health Insurance licenses. He has also obtained his CERTIFIED FINANCIAL PLANNER™ certification. James is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Community
James is active in the local Delaware Lyme disease community, promoting and creating awareness as a survivor.
Personal
James resides in Wilmington, Delaware, and enjoys spending time with his wife, Autumn, and sons, Jordan and Jackson.
