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.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?
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