Chris R. Baker,  CFP<sup>&reg;</sup> - Financial Advisor

Chris R. Baker, CFP®

Oaktree Financial Advisors, Inc.

12900 N Meridian St, Ste 130
Carmel, IN 46032-5476
FINANCIAL ADVISOR'S WEBSITE
(317) 818-1631 CONNECT WITH Chris
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General

Chris Baker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oaktree Financial Advisors, Inc. in Carmel, IN and the surrounding communities.

Financial Advisor Overview

Oaktree Financial Advisors is an independent, locally based financial services firm. Our goal is to help people make smart decisions about their money by offering personalized, independent, objective financial advice and the highest level of service. We offer an alternative to the impersonal financial services that abound in today's marketplace - a firm where people can discuss their concerns and be heard by someone who can help them; an atmosphere where people are comfortable.

While each of our clients is unique, they all have one thing in common: They want unbiased financial advice from experienced professionals. As an independent firm, Oaktree Financial Advisors has none of its own financial products to sell, so clients receive objective advice on their investments from our professionals.

We offer complimentary introductory consultations because we believe in developing long-term relationships that are a good fit for both of us. If you want to schedule a consultation or if you would like to find out more about Oaktree Financial Advisors, please give us a call at 317-818-1631 or toll-free at 1-877-901-1631.

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Financial Advisor Experience

BS Finance - Indiana University, Bloomington 29 years work experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. For residents of Alabama, Arizona, California, Colorado, Florida, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, Wisconsin & West Virginia.


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement

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Helpful Financial Planning Resources