Financial Advisor
Current
Jun 2022 - Present
AeroLeads people directory · profile
Michael Vassar, Cfp®, Cpwa® Email & Phone Number
Financial Advisor | The Smith & Colangelo Group | Baird Private Wealth Management
at
Baird
1 work email found
@rwbaird.com
2 phones found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor | The Smith & Colangelo Group | Baird Private Wealth Management
Location
Cincinnati Metropolitan Area, United States, United States
Who is Michael Vassar, Cfp®, Cpwa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Vassar, Cfp®, Cpwa® is listed as Financial Advisor | The Smith & Colangelo Group | Baird Private Wealth Management at Baird, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a work email signal at rwbaird.com, phone signal with area code 617, and a matched LinkedIn profile for Michael Vassar, Cfp®, Cpwa®.
Michael Vassar, Cfp®, Cpwa® previously worked as Financial Advisor at Baird and Wealth Advisor at Bartlett Wealth Management. Michael Vassar, Cfp®, Cpwa® holds Bachelor Of Science (B.S.), Finance, General from Miami University.
Company email context
Email format at Baird
This section adds company-level context without repeating Michael Vassar, Cfp®, Cpwa®'s masked contact details.
*@rwbaird.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michael Vassar, Cfp®, Cpwa®. Compare company email patterns before reaching out.
Profile bio
About Michael Vassar, Cfp®, Cpwa®
The Smith & Colangelo Group designs, implements and monitors financial and retirement plans for high-net-worth families, corporations, institutions and non-profits.Our comprehensive wealth management process enables us to develop a full understanding of your financial needs, aspirations and preferences. We will use this information to provide recommendations designed to help you achieve both your short and long-term goals. We focus on highly customized, results-oriented wealth management services for our clients.
Listed skills include Value Investing, Communication, English, Presentations, and 7 others.
Current workplace
Michael Vassar, Cfp®, Cpwa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Michael Vassar, Cfp®, Cpwa® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Mar 2019 - Jun 2022
Vice President - Financial Consultant
Feb 2016 - Mar 2019
Associate Financial Consultant
Aug 2015 - Feb 2016
Investment Solutions Representative
Jan 2015 - Aug 2015
Financial Representative
Jun 2014 - Jan 2015
1 education record
Michael Vassar, Cfp®, Cpwa® education
-
Miami University
FAQ
Frequently asked questions about Michael Vassar, Cfp®, Cpwa®
Quick answers generated from the profile data available on this page.
What company does Michael Vassar, Cfp®, Cpwa® work for?
Michael Vassar, Cfp®, Cpwa® works for Baird.
What is Michael Vassar, Cfp®, Cpwa®'s role at Baird?
Michael Vassar, Cfp®, Cpwa® is listed as Financial Advisor | The Smith & Colangelo Group | Baird Private Wealth Management at Baird.
What is Michael Vassar, Cfp®, Cpwa®'s email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Michael Vassar, Cfp®, Cpwa® at Baird.
What is Michael Vassar, Cfp®, Cpwa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Michael Vassar, Cfp®, Cpwa® at Baird.
Where is Michael Vassar, Cfp®, Cpwa® based?
Michael Vassar, Cfp®, Cpwa® is based in Cincinnati Metropolitan Area, United States, United States while working with Baird.
What companies has Michael Vassar, Cfp®, Cpwa® worked for?
Michael Vassar, Cfp®, Cpwa® has worked for Baird, Bartlett Wealth Management, Charles Schwab, and Fidelity Investments.
How can I contact Michael Vassar, Cfp®, Cpwa®?
You can use AeroLeads to view verified contact signals for Michael Vassar, Cfp®, Cpwa® at Baird, including work email, phone, and LinkedIn data when available.
What schools did Michael Vassar, Cfp®, Cpwa® attend?
Michael Vassar, Cfp®, Cpwa® holds Bachelor Of Science (B.S.), Finance, General from Miami University.
What skills is Michael Vassar, Cfp®, Cpwa® known for?
Michael Vassar, Cfp®, Cpwa® is listed with skills including Value Investing, Communication, English, Presentations, Group Work, Technical Analysis, Information Systems, and Teamwork.
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