Martin Baker Email & Phone Number
Financial Advisor, Director of Financial Planning @ Canby Financial Advisors
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Martin Baker Location
- Framingham, MA, US
Martin Baker Work
- Financial Advisor, Director of Financial Planning @ (April 2025 - Present)
- Manager of Advanced Planning and Virtual Paraplanning @ (September 2024 - May 2025)
- Advanced Planning Consultant @ (January 2019 - May 2025)
- Private Wealth Management Relationship Manager @ (January 2017 - December 2018)
- Financial Consultant @ (October 2014 - September 2016)
- Wealth Strategy Associate and Financial Advisor @ (October 2005 - October 2014)
- Client Service Associate @ (July 2002 - September 2005)
- Client Service Associate @ (June 2001 - June 2002)
Martin Baker Education
- Bentley University
Bachelor Of Science (Finance)
1996-2001 - New Canaan High School 1994-1996
Martin Baker Skills
- Supervisory Skills
- Wealth Management
- Financial Planning
- Finance
- Investments
- Mutual Funds
- Series 7
- Asset Management
- Strategy
- Equities
- Portfolio Management
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Financial Analysis
- Relationship Building
- Financial Advisory
- Investment Management
Martin Baker Summary
- Martin Baker, based in Framingham, MA, US, is currently a Financial Advisor, Director of Financial Planning at Canby Financial Advisors. Martin Baker brings experience from previous roles at Commonwealth Financial Network and Fidelity Investments. Martin Baker holds a 1996 - 2001 Bachelor Of Science in Finance @ Bentley University. With a robust skill set that includes Supervisory Skills, Wealth Management, Financial Planning, Finance, Investments and more. Martin Baker has 2 emails and 1 mobile phone numbers on RocketReach.
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