Tracey wanted to make a lasting difference in people’s lives, which eventually drew her to the financial services industry. Her unique ability to bring the planning process to common ground and help demystify financial planning and investment issues has made Tracey a sought-after financial advisor in the Washington, D.C., area. Her greatest honor is earning the faith of her clients to continually guide their financial futures. Along with her husband of over 30 years, Tracey enjoys actively supporting numerous charities such as the Juvenile Diabetes Research Foundation and the Foundation for Financial Planning. She also loves spending time with her three adult children in Virginia’s beauti

Tracey Baker
President, Owner
CJM Wealth Advisers Ltd
United States, Minnesota, Washington
About Me
Profile Information
President, Owner
CJM Wealth Advisers Ltd
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Washington
Minnesota
United States
Aug 9, 2024
Work Experience
CJM Wealth Advisers Ltd
President, Owner Jan 1998 - Present
Email: bakert@cjmltd.com
More profiles to browse
Parker Trasborg
Senior Financial Adviser

Brian Jones
Chairman, Financial Adviser
TB
Tina Babicz
Senior Financial Adviser
Kevin Donovan
Portfolio Research Director
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services