Kristi Baker
Managing Partner, CSi Advisory Services, a division of HUB International
Kristi Baker is listed as Managing Partner, CSi Advisory Services, a division of HUB International. Kristi spoke at PLANADVISER 360 2026 in November 2026 (panellist, “Committee Meeting Evolution”). Speaks mainly on Breakout 2.
Compiled from published conference agendas; not yet confirmed by Kristi. Is this you? Claim this profile.
- Topics: Breakout 2
About
Kristi K. Baker is Managing Partner for HUB Retirement and Wealth Management/CSi Advisory Services (HUB CSi). Since 1993, Kristi has partnered with hundreds of plan sponsors to design and manage a successful retirement plan, both from the company perspective and from the retirement success of their employees. Kristi has upheld a commitment to building an organization centered on integrity and meaningful relationships, which seek to provide unsurpassed service and independent advice for professionals, businesses, and their employees. Kristi is a strong advocate of financial education and successful retirement outcomes. She holds a B.S. in Finance and Insurance from Illinois Wesleyan University. She has earned the Certified 401(k) Professional (C(k)P) designation awarded in conjunction with the Anderson School of Business and Executive Management at the University of California at Los Angeles (UCLA); the Accredited Investment Fiduciary (AIF) professional designation awarded by the Center
Sessions at 1 conference
PLANADVISER 360 2026 9 November 2026 – 11 November 2026
- Committee Meeting Evolution Panellist · 10 November 2026
Spoke alongside
People who have shared a session with Kristi at events on B2DB.
- George Sepsakos Principal · Groom Law Group 1 shared session
- Jessica Ballin Principal/Financial Advisor · 401k Plan Professionals 1 shared session