 | Dave hosts The Dave Baker Property Management talk show Tuesday afternoon at 3:00 pm on KSBN 1230 AM. |  |
Personal Profile |
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| David L. Baker, CLU, CFP Married Two Children/Three Step Children Three Grandchildren |
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Education Shadle Park High School 1961 Eastern Washington University 1969, BA/Business/Economics Gonzaga University 1972, MBA American College 1978, Chartered Life Underwriter (CLU) College of Financial Planning 1984, Certified Financial Planner (CFP) |
Experience |
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| New York Life Insurance Company. Life Insurance Agent. | 1972 - 1977 |
| Independent Life Insurance Agent. Wholesale & Retail. | 1977 - 1979 |
| Creative Properties, Inc. Vice President Financial Planning | 1979 - 1982 |
| Baker & Associates. President & CEO | 1983 - Present |
Licenses Investment Advisor Representative (IAR) with Pacific West Financial Consultants, Inc. WA. Registered Representative, Series 6, 22, & 63, with Pacific West Securities, Inc. in the following states: AZ, CA, ID, MT, OR, UT, WA. Real Estate Broker: WA All Lines Insurance: WA Life, Health, Disability, and Variable Products: AZ, CA, ID, MT, OR, UT, WA Renaissance Advisor National Heritage Foundation, PDO |
Professional Organizations The Financial Planning Association (FPA) Real Estate BUYER'S AGENT Council (REBAC) National Association of Realtors (NAR) Washington Association of Realtors (WAR) Spokane Association of Realtors (SAR) Independent Brokers Association (IB) Montana Association of Real Estate Exchangers (MAREX) Agricultural & Commercial Exchangers (ACE) Real Estate Land Institute (RLI) |
References |
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| Frank Burger, CRS, GRI Realtor/Client fburger@tb.com |
Richard C. Agman Attorney At Law (509)328-3968 |
Curt Wasson Accountant ccwasson@juno.com |
James W. Lehr Julie A. Lehr Clients jmlehr8232@aol.com |
| David J. Birge Owner/Escrow Service dbirge@adeptescrow.com |
Evelyn K. Erickson State National Bank Bank Officer (509) 464-2701 |
Helen Westrum Ph.D Wesley T. Westrum, Ph.D Clients piper@omnicast.net |
Bob Garwood Realtor Client bob@yourspokanerealtor.com |
Securities offered through Pacific West Securities, Inc., Member FINRA/SIPC Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor Investment Advisor Representative with Pacific West Financial Consultants, Inc. |
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