Chris Baker, CFP®

I began my financial planning career in 1990 as an employee of a large national financial services firm. I quickly realized that being an employee of a firm that had its own products and services to sell was not the ideal career path and I began pursuing becoming an independent financial advisor.  In 1995 I left and went to work for a financial services marketing group that supported independent advisors.

In 2000 I co-founded Oaktree Financial Advisors with a vision to provide professional financial advice and investment management from a truly independent perspective.

I hold a Bachelor of Science degree in Finance from the Kelly School of Business at Indiana University in Bloomington. I’m a CERTIFIED FINANCIAL PLANNER^® professional, which consists of postgraduate study in the fields of retirement, investment, insurance, and estate planning. 

I enjoy spending time with my three children, boating, exercising, and traveling.