Justin Baker, CFP®
Denver, CO•303-489-2600•jb@justinbaker.co•LinkedIn
Professional Summary
Results-driven finance professional with CFP® credentials and a strong track record in client-facing financial advisory and investment consulting roles. Background spans comprehensive financial planning, complex options and margin strategies, and high-net-worth client relationship management. Consistently top-ranked at Fidelity for client performance. Pursuing CPA licensure to deepen tax-integrated planning. Adept at building lasting client relationships, identifying financial needs, and delivering tailored solutions that drive measurable outcomes.
Experience
- Cover margin, complex equity, and index options strategies for advanced-tier clients on Robinhood’s dedicated trade desk
- Hold Series 7 and Series 66 licenses; serve as a trusted resource for advanced-tier clients navigating complex account structures and trading strategies
- Serve as escalation point for complex order routing, margin calls, and multi-leg options execution
- Delivered comprehensive financial planning and investment advisory services to high-net-worth clients
- Developed personalized wealth strategies encompassing retirement, insurance, and investment solutions
- Consistently ranked in the top 10% nationally for performance across the Investment Consultant peer group
- Executed investment recommendations across mutual funds, ETFs, managed accounts, and insurance products
- Conducted risk assessments and portfolio analysis using Fidelity’s proprietary advisory platform
- Ranked top 10% nationally; provided tailored investment guidance for education and retirement planning goals
- Monitored market trends and adapted client strategies to optimize portfolio performance
- Completed CFP® coursework and exam while maintaining top-tier production levels
Market Knowledge & Professional Development
- Maintain deep expertise in equity and derivatives markets, fixed income, and macro-level economic indicators that inform client portfolio positioning and planning conversations
- Active practitioner in financial markets with hands-on experience analyzing risk, volatility, and macro liquidity conditions — directly enhancing quality of client advisory conversations
- Committed to continuous professional development; stay current on evolving financial products, regulatory changes, and market dynamics to deliver informed, timely guidance to clients
Education
Skills & Licenses
Licenses & Designations: CFP®, Series 7, Series 66
Technical: Financial planning software, CRM platforms, Microsoft Office Suite, investment research tools
Finance: Investment management, financial planning, complex options & margin, retirement & estate planning, wealth strategies, client relationship management, needs-based sales