You don't need another AI tool.
You need someone who speaks your language.
I'm Christopher Baker. I help financial advisors cut through the AI noise, implement what actually works, and stay ahead — without changing your existing systems or risking compliance.
(619) 851-2215 · San Diego, CA
The Problem
AI is everywhere.
Clarity is nowhere.
Too many tools
86 AI companies competed for attention at Future Proof 2026. How do you know which ones actually matter for YOUR practice?
No time to figure it out
You’re already spending 22 hours a week on admin. Learning AI shouldn’t add to the pile.
Compliance uncertainty
Your CCO says "be careful." The headlines say "adopt now." Nobody’s telling you what’s actually safe.
Nobody speaks both languages
Tech people don’t understand compliance. Advisors don’t understand AI. You need someone who speaks both.
The Solution
I speak AI fluently.
More importantly, I speak advisor.
I understand how advisors think, what they need, and where technology falls short. I speak both languages — finance and tech — and that's what makes this work.
I also build AI systems from scratch. I created an AI toolkit with 68 advisor-specific templates. Now I help advisors implement AI strategies that actually fit their practice.
Read my full storyThe IT Analogy
“In the 1990s, businesses didn't hire full-time IT departments. They brought in someone who came in periodically, checked the systems, fixed problems, and gave recommendations.”
That's what I do — but for AI.
68
Templates
8
Categories
1
Consultant
The Process
Here's how it works.
We Talk
Book a free 15-minute discovery call. I’ll learn about your practice, your tech stack, and where AI fits.
I Audit
I do a comprehensive review of your current AI setup, identify gaps, and find the quick wins.
We Build
You get a custom 90-day AI roadmap built around your specific workflows and team.
You Stay Ahead
Monthly check-ins, updated recommendations, and on-demand support. The AI landscape changes monthly. I keep you current.
What You Get
Everything included.
Monthly AI Audit
I review your tools, workflows, and gaps. You get a clear picture of where you stand.
Strategy Calls
30–60 minutes monthly with me to review progress, demo new tools, and plan next steps.
Custom Recommendations
Specific to YOUR practice, your team size, your client base, your compliance requirements.
Team Training
Hands-on sessions that get your whole team using AI with confidence, not just one person.
AI Toolkit Access
68 advisor-specific templates, 20 documents, 18 guides, and 20 action plans. All included.
On-Demand Support
Call, email, or text me anytime. When you have a question, you get a real answer.
Is This For You?
Built for advisors like you.
Independent RIAs who know AI matters but don’t know where to start
Advisors using AI tools but not getting the value they expected
Firms that tried ChatGPT once, got generic output, and gave up
Teams that want to stay competitive without hiring a full-time AI person
Advisors at wirehouses who want personal AI productivity coaching
Not sure if it's a fit? Book a call and we'll figure it out together in 15 minutes.
Why Chris
The bilingual advantage.
SDSU Fowler Scholar
Finance major, Class of 2028. Competitive 19-student cohort focused on real-world business projects.
Bilingual in Tech & Finance
I understand compliance, client relationships, and practice operations — and I build the AI that improves them.
AI Systems Builder
Built a 68-template AI toolkit for advisors from scratch. The product proves the expertise.
FAQ
Common questions.
What if I already use AI tools?
Great. I’ll help you use them better and fill the gaps you didn’t know existed.
Is this just templates?
The toolkit is one resource you get access to. The real value is the monthly consulting relationship — the audit, the roadmap, the strategy calls, and the on-demand support.
I’m at a wirehouse. Can you still help?
Yes, with personal AI productivity that doesn’t touch firm systems. Better emails, prospecting, content creation, time management — all using tools you already have access to.
What makes you qualified at your age?
I study finance at SDSU and I build AI systems. That combination — understanding both the advisor’s world and the technology — is what makes this work. The 68-template toolkit I built from scratch proves it.
What if AI makes this obsolete?
AI tools get smarter. But someone still needs to evaluate them, implement them for YOUR practice, and adapt them as things change. That’s the job — and it doesn’t go away.
Let's figure out if this makes
sense for your practice.
15 minutes. No pitch deck. Just an honest conversation about where AI fits in your workflow.
Or call me: (619) 851-2215