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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Timothy Baker (CRD# 2827344) is an Investment Advisor Representative working at Metric Financial, LLC in Simsbury, CT and has over 27 years of experience in the finance industry.
Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent wealth management firm dedicated to fiduciary advice and evidence based investment management.
Timothy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Jacqueline Baldwin (CRD# 1532343) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in South Windsor, CT and has over 37 years of experience in the finance industry.
Kevin Baldwin (CRD# 1172829) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in South Windsor, CT and has over 38 years of experience in the finance industry.
William Balint (CRD# 2480303) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Springfield, MA and has over 23 years of experience in the finance industry.
Harriett Barnes (CRD# 3219908) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 24 years of experience in the finance industry.
Keith Barnofski (CRD# 5695286) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 13 years of experience in the finance industry.
Marty Baron (CRD# 1083740) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 25 years of experience in the finance industry.
Dana Barrows (CRD# 1026480) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Springfield, MA and has over 28 years of experience in the finance industry.
Andrew Beaudry (CRD# 1982302) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in South Hadley, MA and has over 34 years of experience in the finance industry. Andrew Beaudry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.