Janet L. Baker, CFP<sup>&reg;</sup> - Financial Advisor

Janet L. Baker, CFP®

CDFA™

3573 E Sunrise Drive, Suite 133
Tucson, AZ 85718
FINANCIAL ADVISOR'S WEBSITE
(520) 895-3682

General

Janet Baker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Tucson, AZ and the surrounding communities.

Financial Advisor Experience

Janet Baker is a Certified Financial Planner and a Certified Divorce Financial Analyst. She joined First Financial Equity Corporation in January of 2020. Janet has over 30 years of experience in financial management and financial planning. In 1983, Janet graduated with a Bachelor of Commerce Honors from Queen’s University at Kingston, Ontario - one of the world’s top ranking business schools. Having owned and operated a successful small business, and having experienced the loss of loved ones unexpectedly, as well as a divorce, Janet knows firsthand the importance of financial planning and is passionately committed to educating and serving her clients. Her areas of expertise include budgeting, survivor needs, education funding, investing and asset allocation, tax management, retirement planning, estate planning, cross-border planning, and divorce financial planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA™

Insurance Licenses

  • Life insurance: AZ
  • Health/disability insurance: AZ
  • Fixed annuities: AZ
  • Variable annuities: AZ

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Women's Finances

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