Robert Baker, CEPA®

Experience

• 

  Mailbu Grand Prix

  Jan 1983 - Jan 1993

  Director of Games and Attractions

  Before being promoted to Director of Games and Attractions in charge of 40-plus parks for Malibu Grand Prix, I was responsible for five successful corporate-environment business turnarounds, two in Dania and Fort Lauderdale, Florida, and three additional park transformations in Redwood City, California, Atlanta, Georgia, and San Antonio, Texas. This was accomplished by developing a strong teamwork environment where we maximized peak hours and developed methods to optimize productivity on off-peak days. Developed a marketing program that directly approached companies such as Apple, Intel and HP – as a result, we quickly became the venue of choice for corporate retreats and team building. Show less

• 

  Exidy

  Jan 1990 - Jan 1992

  Director of Marketing

  Hired by this international game manufacturer to merge three companies into one mega marketing group. Sales promoted through distributors, national accounts, and international trade shows. Launched seven new games with sales in USA, Canada, Mexico, England, Taiwan, and South Africa.

• 

  Lexi's Carpet & Flooring

  Jan 1994 - Mar 2004

  Owner/President

  Purchased an interior design center with gross sales under 200K. By redesigning the product line and relocating to a high retail traffic location, I achieved sales in excess of 1.7m by the fourth year. This exceeded 300% the national average of retail floor covering stores. Voted Best Flooring Store in the Texas Hill Country seven years in a row. By continuing to apply the same business skills to develop a solid business of always giving the client more than they expected. This was accomplished by establishing a four-point straight line flow, starting with sales, then moving to purchasing, then to installation, and finally back to sales for follow up. Show less

• 

  Agent Robert Baker Inc

  Aug 2004 - Jul 2013

  Real Estate

  Specializing in commercial and residential real estate sales and leasing in Northern Arizona and the Phoenix Metro areas. My clients have ranged from owner-occupied to second homes to investment properties. Worked with small business owners to secure favorable lease terms for their business. In 2006 and 2007 I was ranked among the top 20 agents in Northern Arizona. In addition to creating my own book of business in 2007, Coached new and seasoned agents in operating a successful real estate business by teaching sales methods as well as business strategies. Show less

• 

  State Farm Agent

  Jul 2013 - Feb 2015

  Owner / Agent

  Our mission is providing our clients with effective and financially sound strategies in our ever increasingly complex financial environment. I work in concert with my clients to uncover their financial goals, review the present state of their financial health, identify gaps and risks while offering strategies to help address their needs. My team and I take pride in helping people save time and save money. Providing Auto/Homeowners/Life Insurance, Mutual Funds, Annuities and Banking products. We always strive to help people manage the risk of everyday life, recover from the unexpected and realize their dreams."Our success comes by helping our friends today build for a better tomorrow" Show less

• 

  Edward Jones

  Oct 2015 - Sept 2023

  Financial Advisor

  I'm a financial advisor with Edward Jones, a financial service firm dedicated to serving the needs of individual investors. With nearly 15,000 financial advisors serving nearly 8 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help reach them. Please call or stop by my office or visit www.edwardjones.com/Robert-L-Baker Show less

• 

  Arista Private Wealth Group

  Aug 2023 - now

  Financial Advisor/Owner

  A distinguished financial services professional with a passion for empowering individuals and businesses to achieve their financial aspirations. Robert believes in the importance of understanding his client’s unique set of resources and ambitions, and knows that defining each individual’s risk tolerance is vital to striking the perfect balance that will lead to long-term success. Robert’s expertise lies in crafting bespoke strategies to realize a variety of financial objectives. Whether it’s planning for a blissful retirement, securing funds for future education, or safeguarding the financial well-being of loved ones, Robert and his team work diligently to devise specific roadmaps tailored to each client’s goals. Diligently monitoring their progress, he ensures they remain on course or makes adjustments as needed, always dedicated to providing top-notch client service. Robert’s focus areas exemplify his multifaceted expertise, including working with entrepreneurs and business owners to develop strategies across a wide range of areas including employee stock options, business retirement plans, estate and legacy planning, turnaround management and strategic business restructuring. Robert believes that collaboration and cutting-edge technology are paramount in today’s financial landscape. Supported by experts and advanced tools, his office stays up-to-date to deliver the most current and comprehensive guidance. Beyond financial matters, Robert’s personal interests reflect his commitment to a fulfilling life. He actively engages in community outreach, seeking to make a positive impact beyond the world of finance. He is a devoted husband and father of two, and enjoys traveling, riding motorcycles, and golfing with his son. Driven by an ambition to make a difference in the lives of his clients and leave a lasting positive impact, Robert's dedication and acumen to help individuals and businesses alike achieve their most ambitious financial goals sets him apart. Show less