Martin Baker, CFP®, Supervisor, Virtual Paraplanning, and Advanced Planning Consultant

Martin Baker is supervisor, virtual paraplanning, and an advanced planning consultant with Commonwealth’s Advanced Planning team. With the firm since January 2019, he provides financial planning support for our affiliated advisors, including estate, trust, charitable, education, business, and social security planning strategies. Martin holds a BA in finance from Bentley University, the CFP® designation, and FINRA Series 7 and 66 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Is Partnering with a Virtual Support Provider Right for Your Firm?
Bringing on a virtual support provider can help firms free up capacity and grow their business. But is this the right choice for your practice? Discover how these outsourced relationships work and what you should look for.
Martin Baker, CFP®
02.14.24
7 Tools Advisors Need to Give High-Net-Worth Clients What They Want
What do high-net-worth clients really want from their advisors? Discover the tools you'll need to meet—and exceed—their expectations.
Martin Baker, CFP®
01.18.23
Do You Need a CPWA Certification to Serve HNW Clients?
Learn what getting a CPWA certification involves and how this credential could help you fine-tune the skills needed to serve HNW clients.
Martin Baker, CFP®
10.19.22

Is Partnering with a Virtual Support Provider Right for Your Firm?

7 Tools Advisors Need to Give High-Net-Worth Clients What They Want

Do You Need a CPWA Certification to Serve HNW Clients?