Wealth Advisor Principal@ Axia Wealth Management, Inc.
Bend, Oregon, United States
C.J. Baxter, CFP®
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Oregon State University
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FlashIntel GPTC.J. Baxter, CFP(r) is a Wealth Advisor with 15.8 years of experience. He is currently working at Merit Wealth Management in Bend, Oregon. Prior to this, he worked at Axia Wealth Management, Inc. as a Wealth Advisor and Partner. He also has experience as a Broker and Director of Sales Operations at RecoveryOne. With a strong background in finance, Baxter has a proven track record in providing wealth advisory services to clients.
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About
Wealth Advisor at Merit Wealth Management
Work Experience
Wealth Advisor Principal
Wealth Advisor Partner
Financial Services
C.J. Baxter, CFP®'s Professional Milestones
- Wealth Advisor Partner (2017-07-01~): Provided expert advice on a variety of real estate projects, showcasing expertise and client skills.
- Director Of Sales Operations: Efficiently streamlining sales processes for increased efficiency and increased revenue.
Education
Business Administration,
Economics,
Finance,
Bachelors,
Bachelor Of Science,
Finance & Economics
2003-2007Certification
Colleagues
Other Named C.J. Baxter, CFP®
Frequently asked questions
We found 5 C.J. Baxter, CFP®'s email addresses
We found 1 C.J. Baxter, CFP®'s phone numbers
C.J. Baxter, CFP®'s social media include: Linkedin,
C.J. Baxter, CFP® works for Axia Wealth Management, Inc.
C.J. Baxter, CFP®'s role in Axia Wealth Management, Inc. is Wealth Advisor Principal
C.J. Baxter, CFP® works in the industry of Financial Services
C.J. Baxter, CFP®'s colleagues are Richard Ambrose,Diane Nichols,Isabella Ramon
C.J. Baxter, CFP®'s latest job experience is Wealth Advisor Principal at Axia Wealth Management, Inc.
C.J. Baxter, CFP®'s latest education in Oregon State University
