John Baker
Partner Managing Director@ Creative Planning
Englewood, Colorado, United States
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John Baker is a Partner and Managing Director at Creative Planning, specializing in wealth management services. With 7.8 years of experience, he has been recognized as the #1 Independent Wealth Management Firm in America by Barron's. Creative Planning, which was named the #1 Independent Wealth Management Firm in America by Barron's, has over 210 billion combined assets under management and advisement. Their services include investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning. John Baker's rankings are published by magazines and other publications, based on their selections and selections.
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Emails and Phone Numbers

@meta.com
@meta.com
@thinkingbeyond.com
@meta.com
@creativeplanning.com
@creativeplanning.com
@meta.com
@meta.com
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+1 206448****
+1 703847****
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About

John Baker is a Partner and Managing Director at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*. Creative Planning has over $210 billion combined assets under management and advisement as of December 31, 2022. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management. *Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

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Work Experience

5454 W 110th St, Overland Park, Kansas, 66211, US

Financial Services

1424
Phone
+1 7038470965
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John Baker's Professional Milestones

  • Managing Director (2017-04-01~2021-03-01): Implemented strategic initiatives to expand market presence and achieve significant cost savings.
  • Private Wealth Manager (2016-01-01~2017-04-01): Building a diverse portfolio of clients, driving revenue growth and expanding portfolio portfolios.
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Education

Creighton University
Creighton University

Organic Chemistry

2006-2007
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