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
- 2025 -now Financial Advisor, Director of Financial Planning @
- 2024 -2025 Manager of Advanced Planning and Virtual Paraplanning @
- 2019 -2025 Advanced Planning Consultant @
- 2017 -2018 Private Wealth Management Relationship Manager @
- 2014 -2016 Financial Consultant @
- 2005 -2014 Wealth Strategy Associate and Financial Advisor @
- 2002 -2005 Client Service Associate @
- 2001 -2002 Client Service Associate @
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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