Martin Baker

Martin joined Commonwealth in January 2019 as an advanced planning consultant. In this role, he provides financial planning support for advisors, including estate, trust, charitable, education, business, and social security planning strategies. In 2022, Martin took on the additional role of supervisor to the paraplanning team, where he oversees a team providing financial planning support through assisting with plan creation, analysis, and recommendations for advisors’ clients.

Prior to joining Commonwealth, Martin was a private wealth relationship manager at Fidelity. Before that, he was a wealth strategist with UBS. He earned a bachelor’s degree in finance from Bentley University and holds the CERTIFIED FINANCIAL PLANNERTM professional certification and FINRA Series 7 and 66 securities registrations