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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.
Vernon Baker (CRD# 2330904) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, CT and has over 30 years of experience in the finance industry.
Deborah Baldyga (CRD# 1945431) is an Investment Advisor Representative working at Commonwealth Financial Network in North Haven, CT and has over 33 years of experience in the finance industry.
Daniel Ballou (CRD# 6005113) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 11 years of experience in the finance industry. Daniel Ballou 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.
Gregory Balogh (CRD# 4407347) is an Investment Advisor Representative working at Park Avenue Securities LLC in Farmington, CT and has over 21 years of experience in the finance industry.
Joseph Bannon (CRD# 3129595) is an Investment Advisor Representative working at Commonwealth Financial Network in Farmington, CT and has over 25 years of experience in the finance industry. Joseph Bannon 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.
Susan Banville (CRD# 2354614) is an Investment Advisor Representative working at Edward Jones in West Hartford, CT and has over 24 years of experience in the finance industry.
Michael Baptiste (CRD# 2547223) is an Investment Advisor Representative working at Prudential Financial Planning Services in Danbury, CT and has over 29 years of experience in the finance industry.
Bury Barbier (CRD# 2256489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 27 years of experience in the finance industry.