TRACEY A. BAKER , CFP®

PRESIDENT, FINANCIAL ADVISER

Tracey A. Baker, CFP®
Tracey A. Baker, CFP®President, Financial Adviser
  • President and Co-owner of CJM Wealth Advisers, Ltd.
  • Specializes in planning for the modern family and high net-worth executives
  • 1986 graduate of James Madison University with a degree in Communications
  • Obtained her Certified Financial Planner® (CFP) designation in 1997
  • Has served as President and Chair of the Financial Planning Association of the National Capital Area (FPA-NCA)
  • Served as the Spokesperson for the National FPA Plan for your Health public education campaign
  • Was honored with the FPA’s 2006 Norma Severns Award for Leadership
  • Co-authored Navigating Your Health Benefits for Dummies (Wiley Publishing, 2006)
  • Has been a contributor to numerous media outlets including The Wall Street JournalNew York Times, Washington Post, and Money, as well as ABC, NBC, CBS News MarketWatch, and local television affiliates
  • Frequently speaks on the topics of money management for working families, retirement planning, and college funding techniques
  • Has presented analysis on financial planning issues before members of Congress
  • Has consistently been named by Washingtonian Magazine and Northern Virginia Magazine as one of the area’s best financial planners and wealth advisers

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