Cfp Paul Baker Email & Phone Number | My Mission: Choosing someone to help you manage your money is both a business and personal decision. With more than 30 years' experience, I have become the trusted advisor to a select group of individuals, families and organizations, offering personalized wealth management strategies designed to enable them to reach their financial goals and objectives. By taking the time to encourage and build long-term relationships built on trust, integrity and honest communication, I can provide unbiased advice and investment strategies that adhere to your risk tolerances to help you meet or exceed your goal and objectives. I act as your personal guide, helping to navigate and simplify the complex world of investing. My aim is to establish one-to-one relationships and to offer you the personal approach you deserve and the depth and experience you expect. Areas of focus: retirement planning, estate investment planning services, asset management services, employee benefits, tax efficient strategies, insurance/risk management, education funding. This information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, ME, MN, MO, NC, NJ, NY, OK, OR, PA, SC, TN, TX, VA, and WA only. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Office Address: Two Pitcarin Place Suite 200 165 Township Line Road, Jenkintown, PA 19046 Phone: 215-572-2001 Email: Paul.Baker@wfadvisors.com /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Cfp Paul Baker

My Mission: Choosing someone to help you manage your money is both a business and personal decision...
Greater Philadelphia, Greater Philadelphia, United States

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Cfp Paul Baker’s Email paul.baker@wellsfargoadvisors.com

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Cfp Paul Baker’s Location Greater Philadelphia, Greater Philadelphia, United States

Cfp Paul Baker’s Current Industry Baker Private Wealth Management Group Of Wells Fargo Advisors

Cfp Paul Baker’s Prior Industry Morgan Stanley

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Work Experience

Baker Private Wealth Management Group Of Wells Fargo Advisors

Managing Director - Investment Officer

2005-10-01 00:00:00 - Present

Morgan Stanley

Senior Vice President - Investments

1987-08-01 00:00:00 - 2005-11-01 00:00:00

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FAQ About Cfp Paul Baker

Cfp Paul Baker is located at
Greater Philadelphia, Greater Philadelphia, United States

Cfp Paul Baker is a My Mission: Choosing someone to help you manage your money is both a business and personal decision. With more than 30 years' experience, I have become the trusted advisor to a select group of individuals, families and organizations, offering personalized wealth management strategies designed to enable them to reach their financial goals and objectives. By taking the time to encourage and build long-term relationships built on trust, integrity and honest communication, I can provide unbiased advice and investment strategies that adhere to your risk tolerances to help you meet or exceed your goal and objectives. I act as your personal guide, helping to navigate and simplify the complex world of investing. My aim is to establish one-to-one relationships and to offer you the personal approach you deserve and the depth and experience you expect. Areas of focus: retirement planning, estate investment planning services, asset management services, employee benefits, tax efficient strategies, insurance/risk management, education funding. This information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, ME, MN, MO, NC, NJ, NY, OK, OR, PA, SC, TN, TX, VA, and WA only. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Office Address: Two Pitcarin Place Suite 200 165 Township Line Road, Jenkintown, PA 19046 Phone: 215-572-2001 Email: Paul.Baker@wfadvisors.com /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social