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Martin Baker, CFP®

Martin Baker, CFP®

Advanced Planning Consultant

Serves as a resource on issues involving estate, trust, charitable, education, business, and social security planning strategies

Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7 and 66 securities registrations

Earned a bachelor’s degree in finance from Bentley University

Previously held several positions at Fidelity and UBS