Brian Baker headshot

Brian C. Baker,

CFP® Founding Partner, RWA Financial Advisor, RJFS

Since 1996, Brian has been helping investors through the process of pursuing their financial goals so they can focus on the most important things in life.

Brian seeks to create long term, meaningful relationships with his clients. His investment approach takes into account your investment experience, your expectations of returns and your tolerance for fluctuations.

With the insight and industry knowledge that come with over 25 years in the business, Brian provides his clients the information they need to choose the most suitable investment products and services for their specific needs including financial planning, retirement planning, estate planning, wealth management, and more.

Brian has attained the prestigious Certified Financial Planner designation, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.

Brian is originally from Lookeba, Oklahoma, where he grew up on a family farm. He is a graduate of Southwestern State University where he earned a degree in business. He is a loving father to his three children, Reagan, Craig and Erin. In his free time, he enjoys traveling, exercising, and playing sports as well as watching his kids play.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.