Chris Baker, Cfp®

Chris Baker, Cfp® Email and Phone Number

Co-founder and CEO, Oaktree Financial Advisors, Inc. @ Oaktree Financial Advisors, Inc.
Chris Baker, Cfp®'s Location
Carmel, Indiana, United States, United States
About Chris Baker, Cfp®

Chris is a founding principal of Oaktree Financial Advisors, where he specializes in advising current and former Eli Lilly employees and retirees on retirement and investment planning. Chris uses his years of experience working with the Lilly 401(k), pension and other benefit plans to provide them with independent and objective professional advice.Chris began his financial planning career in 1990 after receiving a degree in Finance from the Indiana University Kelley School of Business. He is a CERTIFIED FINANCIAL PLANNER professional. Certification consists of postgraduate study in the fields of retirement, investment, insurance and estate planning. He is also a member of the Financial Planning Association.Chris has three children and lives in Noblesville, Indiana.Securities and advisory services offered through Commonwealth Financial Network®, member FINRA.org/SIPC.org, a Registered Investment Adviser. Fixed insurance products/services and tax services are separate from and not offered through Commonwealth.The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.Oaktree Financial Advisors, Inc. is not affiliated with or endorsed by Eli LillyOaktree Financial Advisors, Inc.12900 N Meridian St, Ste 130Carmel, IN 46032317-818-1631www.oaktreeadvisors.com

Chris Baker, Cfp®'s Current Company Details
Oaktree Financial Advisors, Inc.

Oaktree Financial Advisors, Inc.

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Co-founder and CEO, Oaktree Financial Advisors, Inc.
Chris Baker, Cfp® Work Experience Details
  • Oaktree Financial Advisors, Inc.
    Owner
    Oaktree Financial Advisors, Inc. Feb 2000 - Present
    Carmel, Indiana, Us
  • Marketshare Financial
    Director Of Investments
    Marketshare Financial Dec 1997 - Jan 2001
    Carmel, In, Us

Chris Baker, Cfp® Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Finance/Accounting

Frequently Asked Questions about Chris Baker, Cfp®

What company does Chris Baker, Cfp® work for?

Chris Baker, Cfp® works for Oaktree Financial Advisors, Inc.

What is Chris Baker, Cfp®'s role at the current company?

Chris Baker, Cfp®'s current role is Co-founder and CEO, Oaktree Financial Advisors, Inc..

What schools did Chris Baker, Cfp® attend?

Chris Baker, Cfp® attended Indiana University - Kelley School Of Business.

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