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Home > Financial Planner Directory > Pennsylvania > Erie > John E. Baker, CFP®, CLU, ChFC, CPC
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John E. Baker, CFP®, CLU, ChFC, CPC

Kingdon Financial Group

652 West 6th St
Erie, PA 16507
Phone: (814) 836-5234
Fax: (800) 276-7125

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Buying a Home
  • Estate Planning
  • Investment Management
  • Getting Married
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

About My Practice

My typical client is middle income mainstream America. I do a comprehensive review including cash flow management, protection, investments, retirement, taxes and estate planning.

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Insurance Licenses
Life insurance, Health/disability insurance, Property/casualty, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CPCU, AIS, AMTC, LUTCF, CPCU, CLU
Broker-Dealer Affiliation
Financial Network Investment Corporation
Broker-Dealer Disclaimer
Securities and Investment Advisory Services offered through Financial Network Investment Corporation

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.