Broker Check
Martin Baker, CFP®

Martin Baker, CFP®

Supervisor, Paraplanning & Advanced Planning Consultant

  • Serves as a resource on issues involving estate, trust, charitable, education, business, and social security planning strategies
  • Oversees a team providing financial planning support through assisting with plan creation, analysis, and recommendations for advisors' clients.
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7 and 66 securities registrations
  • Earned a bachelor’s degree in finance from Bentley University
  • Previously held several positions at Fidelity and UBS