Lewis “Lew” Baker

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Awarded by the CFP Board, the CFP® designation requires rigorous coursework in financial planning, insurance, investments, tax, and retirement, followed by a comprehensive board exam and ongoing continuing education. CFP® professionals are held to a fiduciary standard when providing financial planning services — meaning they're required to act in your best interest, not just recommend something "suitable."
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Certified Exit Planning Advisor (CEPA)
This designation focuses on helping business owners plan the transition out of their business — a critical piece of retirement planning for entrepreneurs and small business owners who don't have a traditional pension or 401(k) to fall back on.

Chartered Retirement Plans Specialist (CRPS®)
A specialized designation focused specifically on retirement plan design, distribution strategy, and the regulatory landscape around retirement income — directly relevant to the guaranteed income planning we build for clients.

Licensed Insurance Producer — Maryland Insurance Administration
Lew holds an active insurance producer license issued by the Maryland Insurance Administration, required to offer life insurance, annuities, and Medicare supplement products.
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United States Military Academy, West Point
Before Wall Street, Lew's foundation in discipline and decision-making under pressure was built at West Point — a background that still shapes how every plan in this firm is built.