Lee Baker | Founder & President | Claris Financial Advisors

Lee Baker CFP®

Founder and President of Claris Financial Advisors 
Struggling golfer

Hi, I’m Lee. I am the founder and President of Claris Financial Advisors.

I’m married to my high school sweetheart, Veronica. We are the proud parents of two beautiful girls.

When my wife and I were in college and before we were married, we sadly lost Veronica's father and only remaining parent.

We suddenly found ourselves as a young couple being plunged into a world of huge financial decisions that needed to be made for her younger siblings. I had already started my financial planning career and was working at an employee benefits firm while earning my Industrial Engineering degree at Georgia Tech.

After a discovering a critical error was made by an HR employee responsible for releasing death benefits, I found myself in a battle to make things right.

This series of events inspired me to create a financial planning firm for everyday people to access so that they can be empowered and confident to navigate any financial situation.

My Dad was a beloved minister serving small churches and congregations in rural areas. 

Growing up, he was my hero.

All the people we grew up around were regular people. It is this strong sense of community and commitment to helping other people that drives me to make a positive difference in other people's lives.

The people I grew up around didn't have access to financial experts. So I decided to bring Wall Street to Main Street and make sure that no matter where you are or where you come from that you can secure your financial future with confidence.

Stats

  • Georgia Institute of Technology – Bachelor of Industrial Engineering
  • Certified Financial Planner™
  • CNBC - Financial Advisor Council 2019-Present
  • Investopedia - 100 Most Influential Financial Advisors 2020-2021
  • Clark Atlanta University - Chair of the Financial Planning Program Advisory Board 2014-Present
  • Georgia Tech Alumni Association - Board of Trustees 2016-2019
  • Georgia Tech Black Alumni Organization - Board of Directors 2013-2015
  • Financial Planning Association Georgia - Board of Directors (President 2008) 2005-2009
  • Financial Planning Association National - Board of Directors 2008 - 2010
  • Antioch Baptist Church North – Trustee Chair 2010 - 2021
  • Atlanta Magazine - Top Wealth Manager 2014-2023
  • Atlanta Business League - Men of Distinction 2016
  • Financial Planning Association Georgia - Honors Award 2016
  • AARP Georgia - President 2016-2022