Kristi Baker is President and Owner of Compensation Systems, Inc. (CSI), a leading firm in retirement plan consulting, plan design and administration. In business since 1971, Compensation Systems Inc. (CSI) provides comprehensive services, up-to-date expertise and personal attention to detail. CSI partners with individuals and companies in preparing a financial roadmap, helping to identify, document and manage retirement goals - preparing for all possibilities. Kristi joined the firm in 1993.
Kristi is a strong advocate of financial education and successful retirement outcomes.
Kristi holds a B.S. in Finance and Insurance from Illinois Wesleyan University. She serves as an adjunct lecturer for The Plan Sponsor University (TPSU), an educational program designed to provide education to plan sponsors on retirement plan oversight. During her career she has earned:
- AIF® - Accredited Investment Fiduciary
- C(k)P® – Certified 401(k) Professional - conjunction with the Anderson School of Business and Executive Management at the University of California at Los Angeles (UCLA)
- CASL® - Chartered Advisor of Senior Living
- ChFC - Chartered Financial Consultant
- CLU - Chartered Life Underwriter
Kristi was named to The Financial Times (FT) Top 401k Retirement Advisors of 2015. She has received the Five Star Wealth Manager in 2012, 2013, 2014 and 2015.
Kristi also has dedicated her time to a number of local organizations and resides in Carmel, Indiana with her husband Bryan and their twin sons.
To learn more about Kristi’s services, she may be contacted directly or you may call 317-844-6466 (Toll Free 844.840.3923) firstname.lastname@example.org
Area(s) of Focus
- Insurance Strategies
- Investment Strategies