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Client Resources
Oaktree Financial Advisors, Inc.
12900 N. Meridian Street
Suite 130
Carmel, IN 46032
317-818-1631
1-877-901-1631 toll-free
Securities and investment
advisory services offered
through
Transamerica Financial Advisors, Inc. (TFA),
member
FINRA, SIPC, and
Registered Investment Advisor.
Non-securities related products and services are not
offered through TFA. TFA and Oaktree Financial Advisors, Inc. are
not affiliated.
LD11265-6/10
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Meet Us
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Christopher
Baker, CFP®
chrisbaker@oaktreeadvisors.com
Chris co-founded Oaktree Financial Advisors with a goal to help people
make smart decisions about money by offering personalized, independent financial
advice and the highest level of service.
Chris is a Certified Financial Planner
(CFP®)
practitioner, a member of the Financial Planning Association
(FPA), and an Investment Advisor Representative of Transamerica Financial
Advisors, Inc.
Chris and his wife, Kim, have three children and live in
Noblesville.
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 | | Edward Snyder,
ChFC
edsnyder@oaktreeadvisors.com
"Our business is about relationships with people, not just their money".
Ed is proud to have co-founded a firm where people can discuss their
concerns and be heard by someone who can help them; an atmosphere where
people are comfortable.Ed is a Chartered Financial Consultant (ChFC), a
member of the Financial Planning Association, and an Investment Advisor
Representative of Transamerica Financial Advisors, Inc.
In his spare time he enjoys reading, exercise, and spending time with his
family. Ed and his wife, Gina, have three sons and live in Carmel. |
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