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Tracey Baker

President, Owner

CJM Wealth Advisers Ltd

United States, Minnesota, Washington

About Me

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

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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

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