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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, 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.
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.
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 39 years of experience in the finance industry.
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.
Sandra Baranowski (CRD# 3008899) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manchester, CT and has over 26 years of experience in the finance industry. Sandra Baranowski 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.
Mark Barkasy (CRD# 4334575) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Vernon, CT and has over 19 years of experience in the finance industry.
Avery Barlow (CRD# 6494775) is an Investment Advisor Representative working at Edward Jones in Avon, CT and has over 7 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.
Susan Barnes (CRD# 2814670) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Hartford, CT and has over 27 years of experience in the finance industry.