Kaleb Baker is a CERTIFIED FINANCIAL PLANNER® professional with more than 15 years of experience helping individuals build confidence in their financial futures. He specializes in guiding federal employees through the complexities of their unique retirement benefits. Kaleb regularly leads federal employee retirement briefings throughout the year and encourages all federal workers, especially those approaching retirement, to attend these educational sessions.
“I believe in taking a holistic approach to someone’s overall financial well‑being. I help people structure their assets in a way that maximizes their wealth and supports the best financial experience possible.”
While Kaleb has deep expertise in federal benefits, his financial planning and investment management services extend to clients from all backgrounds. He believes that thoughtful, holistic financial planning is the foundation of meaningful investment advice. By ensuring that investments align with a client’s overall financial plan, Kaleb helps provide clarity, purpose, and a strategy designed to support long-term goals.
Kaleb grew up in the Miami Valley and enjoys staying active through fishing, bowling, and golfing. He earned his degree in Financial Services from Wright State University and remains committed to serving his local community.
Kaleb’s office is located at the Corporate Annex – 3610 Pentagon Blvd., Beavercreek, OH 45431. He also assists members at Area A, Area B and Kittyhawk Member Centers.
CRPC conferred by the College for Financial Planning. CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.