Baker Wealth Planning Group

07/30/2026

travelandleisure.com

07/29/2026

Dear Clients and Friends,
I am pleased to announce and welcome Cameron Dunn to Baker Wealth Planning Group as our new Client Relationship Manager – Financial Advisor.
Cameron is a native New Mexican who grew up in Rio Rancho and attended Cleveland High School, where he played football. Following high school, Cameron proudly served our country in the United States Navy for eight years, developing the discipline, leadership, and commitment to service that will make him a tremendous asset to our clients and our team.
This year, Cameron joined Baker Wealth Planning Group and has already achieved an important milestone by successfully completing the Series 7 and Series 66 licensing examinations. His dedication to professional growth and client service reflects the values we strive to uphold every day.
Outside of work, Cameron enjoys golfing, working out at the gym, and spending time with his family. He and his wife, Ashlea, are excited to be part of our growing team and community.
On a personal note, I have known Cameron since 2007. After reconnecting last Christmas, it became clear that he was exactly the person I had been searching for as we looked to add another team member to support our growing practice. Cameron's character, work ethic, and commitment to serving others align perfectly with our mission, and I am confident he will make a meaningful impact on the lives of our clients.
Over the next several weeks, Cameron will be reaching out to introduce himself and schedule time to meet with many of you, either in person or via Zoom. These conversations will help him get to know you and your family while ensuring we continue providing the high level of service and personalized attention you have come to expect from our team.
Please join me in warmly welcoming Cameron Dunn to Baker Wealth Planning Group. We are excited about the future and look forward to the great work Cameron will do in serving our clients for years to come.

raymondjames.com

07/29/2026

Dear Clients and Friends,

I am pleased to announce and welcome Cameron Dunn to Baker Wealth Planning Group as our new Client Relationship Manager – Financial Advisor.

Cameron is a native New Mexican who grew up in Rio Rancho and attended Cleveland High School, where he played football. Following high school, Cameron proudly served our country in the United States Navy for eight years, developing the discipline, leadership, and commitment to service that will make him a tremendous asset to our clients and our team.

This year, Cameron joined Baker Wealth Planning Group and has already achieved an important milestone by successfully completing the Series 7 and Series 66 licensing examinations. His dedication to professional growth and client service reflects the values we strive to uphold every day.

Outside of work, Cameron enjoys golfing, working out at the gym, and spending time with his family. He and his wife, Ashlea, are excited to be part of our growing team and community.

On a personal note, I have known Cameron since 2017. After reconnecting last Christmas, it became clear that he was exactly the person I had been searching for as we looked to add another team member to support our growing practice. Cameron's character, work ethic, and commitment to serving others align perfectly with our mission, and I am confident he will make a meaningful impact on the lives of our clients.

Over the next several weeks, Cameron will be reaching out to introduce himself and schedule time to meet with many of you, either in person or via Zoom. These conversations will help him get to know you and your family while ensuring we continue providing the high level of service and personalized attention you have come to expect from our team.

Please join me in warmly welcoming Cameron Dunn to Baker Wealth Planning Group. We are excited about the future and look forward to the great work Cameron will do in serving our clients for years to come.

raymondjames.com

07/28/2026

72% of employers are concerned that employees are not saving enough to live comfortably in retirement. As retirement planning evolves beyond accumulation alone, many employers are evaluating ways to help employees convert their savings into sustainable retirement income. A well-designed retirement plan can help bridge that gap and support greater confidence in retirement.

07/21/2026

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

raymondjames.com

07/17/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

raymondjames.com

07/16/2026

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

raymondjames.com

07/14/2026

advisorperspectives.com

07/09/2026

communitynewspapers.com