Baxter began his journey in the financial services industry in 2017 when he started his financial planning major at George Fox University. As a part of the CFP® accredited program, he learned his true passion was helping others make financial decisions based on their goals and values. Baxter loves to dive into analysis as well as have meaningful conversations about what brings people the most joy. With his background in comprehensive financial planning and analysis, he focuses on assisting with financial plans and projects.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.