Lee Baker, Cfp

Lee Baker, Cfp Email and Phone Number

President - Claris Financial Advisors (Formerly Apex Financial Services) | Board Leader | Speaker @ Claris Financial Advisors, Inc.
Greater Atlanta Area
Lee Baker, Cfp's Location
Atlanta, Georgia, United States, United States
Lee Baker, Cfp's Contact Details
About Lee Baker, Cfp

Our mission is to help our clients create a vision of the life they want, develop a strategic plan to achieve that vision and foster smart decisions throughout the process. Our clients can expect to come away with a clear picture of the life they want and a game plan to achieve it. They also have comfort in knowing that they have a partner in the journey.

Lee Baker, Cfp's Current Company Details
Claris Financial Advisors, Inc.

Claris Financial Advisors, Inc.

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President - Claris Financial Advisors (Formerly Apex Financial Services) | Board Leader | Speaker
Greater Atlanta Area
Website:
apexfinancial.com
Employees:
5
Lee Baker, Cfp Work Experience Details
  • Claris Financial Advisors, Inc.
    Claris Financial Advisors, Inc.
    Greater Atlanta Area
    View
  • Finstream.Tv
    Member Of The Board Of Advisors
    Finstream.Tv Nov 2021 - Present
    Boston, Ma, Us
    View
  • Cnbc
    Cnbc Financial Advisor Council Member
    Cnbc Jan 2020 - Present
    Englewood Cliffs, Nj, Us
    View
  • Claris Financial Advisors, Inc.
    Certified Financial Planner
    Claris Financial Advisors, Inc. Jul 1998 - Present
    Atlanta, Georgia, Us
    View
  • Aarp
    President - Aarp Georgia
    Aarp Mar 2016 - Feb 2022
    Washington, Dc, Us
    Served as the principal AARP volunteer spokesperson in the state of Georgia, communicating AARP messages to more than 1.1 million Georgians statewide.
    View
  • Georgia Tech Alumni Association
    Member Board Of Trustees
    Georgia Tech Alumni Association Jun 2016 - Jun 2019
    Atlanta, Ga, Us
    View
  • Aarp
    Spokesperson
    Aarp 2012 - 2016
    Washington, Dc, Us
    View
  • Financial Planning Association
    Board Of Directors
    Financial Planning Association 2008 - Dec 2010
    Denver, Colorado, Us
    View
  • Fpa
    Board Of Directors
    Fpa 2008 - Dec 2010
  • Wesley Community Center
    Board Member
    Wesley Community Center 2007 - 2009

Lee Baker, Cfp Skills

Financial Planning Estate Planning Retirement Planning Retirement Portfolio Management Strategic Financial Planning Public Speaking

Lee Baker, Cfp Education Details

  • Georgia Institute Of Technology
    Georgia Institute Of Technology
    Industrial Engineering
  • Ribault
    Ribault

Frequently Asked Questions about Lee Baker, Cfp

What company does Lee Baker, Cfp work for?

Lee Baker, Cfp works for Claris Financial Advisors, Inc.

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

Lee Baker, Cfp's current role is President - Claris Financial Advisors (Formerly Apex Financial Services) | Board Leader | Speaker.

What is Lee Baker, Cfp's email address?

Lee Baker, Cfp's email address is lb****@****arp.org

What is Lee Baker, Cfp's direct phone number?

Lee Baker, Cfp's direct phone number is +177093*****

What schools did Lee Baker, Cfp attend?

Lee Baker, Cfp attended Georgia Institute Of Technology, Ribault.

What are some of Lee Baker, Cfp's interests?

Lee Baker, Cfp has interest in Economic Empowerment, Civil Rights And Social Action, Education, Science And Technology, Health.

What skills is Lee Baker, Cfp known for?

Lee Baker, Cfp has skills like Financial Planning, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Strategic Financial Planning, Public Speaking.

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