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Financial Advisor & Client Solutions Specialist

JUSTIN
BAKER

Justin Baker
CFP® CERTIFIED
FINANCIAL
PLANNER™
Certified Financial Planner Board of Standards

Building systems that find edge in the noise

CFP® Series 7 Series 66 MPA BS Accounting
Get in Touch View Experience →
GLOBAL LIQUIDITY DASHBOARD → LIVE
OVERNIGHT RATE
3.65%
DXY
104.2
BGCR P99
3.70%
MACRO LIQUIDITY · MONETARY POLICY · CREDIT MARKETS · VOLATILITY · GLOBAL FUNDING CONDITIONS
25+
Years in financial services
CFP®
Certified Financial Planner · Series 7 · Series 66
∞
Client relationships built across advisory roles
01

EXPERIENCE

Robinhood
Dec 2024 – Present
Thrivent
Oct 2023 – Nov 2024
Fidelity · IC
May 2022 – Oct 2023
Fidelity · ISR
Dec 2020 – Apr 2022
CX Advanced
Robinhood · Dec 2024 – Present
  • Advanced client experience role supporting a broad spectrum of retail investors on Robinhood's platform.
  • Leverage deep capital markets knowledge to guide clients through complex account structures, options strategies, and margin situations.
  • Apply regulatory expertise (Series 7 & 66) to ensure compliant, high-quality client interactions at scale.
Senior Financial Advisor
Thrivent · Oct 2023 – Nov 2024
  • Delivered comprehensive financial planning and investment advisory services to a growing client base using CFP® methodology.
  • Developed holistic plans spanning retirement, insurance, and wealth accumulation strategies aligned to client values.
  • Maintained compliance with Series 7 & 66 licensing requirements across all recommendations and client engagements.
Investment Consultant
Fidelity Investments · May 2022 – Oct 2023
  • Consulted with clients on portfolio construction, asset allocation, and investment product selection within Fidelity's platform.
  • Translated complex market dynamics and fund performance data into actionable guidance for retail and high-net-worth clients.
  • Supported clients through market volatility with education-driven conversations grounded in long-term planning frameworks.
Investment Solutions Rep
Fidelity Investments · Dec 2020 – Apr 2022
  • Served as a first point of contact for investment-related inquiries, providing solutions across equities, fixed income, and mutual funds.
  • Built foundational expertise in retirement accounts, brokerage mechanics, and Fidelity's proprietary product suite.
  • Consistently delivered high client satisfaction scores while meeting compliance and quality standards.
02

AREAS OF EXPERTISE

Investment Advisory & Financial Planning
Delivers comprehensive financial planning across retirement, investment, insurance, and estate strategies. Skilled at translating complex financial concepts into clear, actionable guidance for clients at every stage of their financial journey.
Client Relationship Management
Builds trusted, long-term client relationships grounded in consultative discovery and needs-based planning. Experienced serving high-net-worth individuals, managing complex account structures, and acting as a primary point of contact for escalated client situations.
Product Knowledge & Solutions
Deep familiarity with investment products across the full spectrum — mutual funds, ETFs, managed accounts, fixed income, options, and insurance solutions. Adept at matching the right products to client goals, risk tolerance, and time horizon.
Market Intelligence
Stays current on macroeconomic trends, monetary policy, and market dynamics to provide clients with timely, relevant perspective. Able to translate complex economic developments into plain-language guidance that supports informed client decision-making.
03

SKILLS & TOOLS

Technology
Financial Planning Software CRM Platforms Needs-Based Sales JSON State Persistence Thread Safety Tick-by-Tick Execution REST APIs NY Fed Data
Markets & Analysis
Client Relationship Management Consultative Sales RSI / ROC Signals Retirement Planning Wealth Management Market Microstructure Portfolio Construction Risk Management
Finance & Planning
CFP® Certified Series 7 Series 66 Retirement Planning Asset Allocation Financial Modeling Client Advisory Regulatory Compliance
04

EDUCATION

Master of Public Administration
Colorado State University
Graduate focus on policy analysis, public finance, and organizational leadership.
BS, Accounting
Colorado State University
Undergraduate foundation in financial accounting, audit, and economic analysis.
06

CONTACT

LET'S
CONNECT

Open to conversations about financial advisory, wealth management, sales leadership, and client solutions roles.

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