Clay Baker Cfp®
About Clay Baker Cfp®
Clay Baker, CFP®, serves as the Managing Director at Creative Planning Inc., where he oversees wealth management services for high net worth clients. He has a strong background in business succession planning and risk management, contributing to the management of approximately $130 billion in client assets.
Work at Creative Planning
Clay Baker serves as the Managing Director at Creative Planning Inc., a role he has held since 2018. In this position, he oversees wealth management services tailored for high net worth clients, providing comprehensive financial planning and investment strategies. His leadership contributes to the management of approximately $130 billion in client assets as of December 31, 2021. Baker's expertise in business succession planning and risk management enhances the firm's offerings, ensuring clients receive personalized and effective financial solutions.
Education and Expertise
Clay Baker's educational background includes a degree from Arizona State University, where he graduated Magna Cum Laude with a focus in Finance from the W. P. Carey School of Business. He also completed an Honors Thesis on hedge funds, demonstrating his analytical skills in finance. Additionally, Baker participated in the Leadership Development Program with Right Management Executive Coaching from 2015 to 2016. He holds the Certified Financial Planner (CFP) designation from The American College of Financial Services, further solidifying his expertise in financial planning.
Previous Experience at Scottrade
Before joining Creative Planning, Clay Baker worked at Scottrade as Divisional Vice President from 2013 to 2018. During his five years in this role, he operated in the Greater St. Louis Area, gaining valuable experience in financial services and client management. This position allowed him to develop skills that he later applied in his current role at Creative Planning, particularly in managing client relationships and overseeing financial strategies.
Background
Clay Baker has a strong academic foundation in finance and leadership. He studied at Washington University in St. Louis and participated in various programs that enhanced his management and coaching skills. His educational journey includes significant achievements at Arizona State University, where he graduated with honors. This background has equipped him with the necessary skills to excel in the financial services industry and to lead teams effectively.