Martin Baker, CFP®, CPWA®
Home Office Employee, Commonwealth Financial Network®
Supervisor, Virtual Paraplanning, and Advanced Planning Consultant
Direct: 800-251-0080 x9837
About
Martin joined Commonwealth in January 2019 as an advanced planning consultant. In this role, he provides financial planning support for advisors, including estate, trust, charitable, education, business, and social security planning strategies. Previously, Martin was a private wealth relationship manager at Fidelity. Before that, he was a wealth strategist with UBS. He holds a bachelor’s degree in finance from Bentley University, the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and FINRA Series 7 and 66 securities registrations. He has obtained the Certified Private Wealth Advisor designation and is currently supervisor of the Virtual Paraplanning team within AP. In his spare time, he enjoys being with his wife and two children, traveling, watching sports, and golfing.
