Michael Baum, CFP®, Advanced Planning Consultant

Michael Baum is an advanced planning consultant at Commonwealth®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. He started at the firm in 2008 and joined the Advanced Planning team in 2017. His specialties include charitable, tax, education, and social security planning. Mike holds a BS in business administration from the University of Connecticut School of Business, the CFP® designation, and FINRA Series 7 and 66 registrations.
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