Broker Check
Martin BakerCFP®

Martin Baker
CFP®

Advanced Planning Consultant

  • Serves as a resource on issues involving estate, trust, charitable, education, business, and social security planning strategies
  • 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