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@wellsfargoadvisors.com
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2 phones found area 215
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LinkedIn matched
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Paul Baker, Cfp® is listed as Managing Director - Investment Officer at Baker Private Wealth Management Group of Wells Fargo Advisors at Baker Private Wealth Management Group of Wells Fargo Advisors, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 215, and a matched LinkedIn profile for Paul Baker, Cfp®.
Paul Baker, Cfp® previously worked as Managing Director - Investment Officer at Baker Private Wealth Management Group Of Wells Fargo Advisors and Senior Vice President - Investments at Morgan Stanley. Paul Baker, Cfp® holds Bachelor Of Science, Commerce And Engineering Sciences from Drexel University.
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AeroLeads found 1 current-domain work email signal for Paul Baker, Cfp®. Compare company email patterns before reaching out.
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 PlaceSuite 200165 Township Line Road,Jenkintown, PA 19046Phone: 215-572-2001Email: 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 InvestedWells 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
Listed skills include Retirement Planning.
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Jenkintown, Pa
I manage wealth for high-net-worth individuals. Typical account size is between $1MM and $20MM. Having earned the CERTIFIED FINANCIAL PLANNER™ certification, I focus on individuals who need complex investment strategies and advice surrounding retirement and estate investment planning services.
Activities and Societies: Beta Gamma Sigma Honor Society Graduated magna cum laude
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Paul Baker, Cfp® works for Baker Private Wealth Management Group of Wells Fargo Advisors.
Paul Baker, Cfp® is listed as Managing Director - Investment Officer at Baker Private Wealth Management Group of Wells Fargo Advisors at Baker Private Wealth Management Group of Wells Fargo Advisors.
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Paul Baker, Cfp® at Baker Private Wealth Management Group of Wells Fargo Advisors.
AeroLeads has found 2 phone signal(s) with area code 215 for Paul Baker, Cfp® at Baker Private Wealth Management Group of Wells Fargo Advisors.
Paul Baker, Cfp® is based in Greater Philadelphia, United States while working with Baker Private Wealth Management Group of Wells Fargo Advisors.
Paul Baker, Cfp® has worked for Baker Private Wealth Management Group Of Wells Fargo Advisors and Morgan Stanley.
You can use AeroLeads to view verified contact signals for Paul Baker, Cfp® at Baker Private Wealth Management Group of Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
Paul Baker, Cfp® holds Bachelor Of Science, Commerce And Engineering Sciences from Drexel University.
Paul Baker, Cfp® is listed with skills including Retirement Planning.
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