David Baker, CFP®, ChFC®, RICP®, AIF®

Managing Partner, Private Wealth Advisor at Phoenix Private Wealth
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Skills

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

  • Phoenix Private Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner, Private Wealth Advisor
      • Aug 2019 - Present

      Maryland, United States

    • Managing Partner
      • Sep 2017 - Aug 2019

      Maryland In working with Equitable throughout the years, I have loved our partnership and the career has been wonderful. So much in fact that Equitable has allowed us to maintain the client base and relationship with them to use their platform but have our own firm, our own name, and our own identity.

  • Equitable Advisors
    • Financial Services
    • 700 & Above Employee
    • Retirement Planning Specialist, CERTIFIED FINANCIAL PLANNER™ professional
      • Jan 2020 - Present

      AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020).

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retirement Planning Specialist, Financial Consultant
      • Oct 2009 - Jan 2020

      Columbia, MD

Education

  • The American College of Financial Services
    Chartered Financial Consultant®, and Retirement Income Certified Professional® curriculum, Financial Planning and Services
    2019 - 2022
  • The Wharton School
    Executive MBA, Retirement Planning
    2013 - 2013
  • Gettysburg College
    BA, Economics
    2004 - 2008
  • Stephen Decatur High School
    High School Diploma, Mathematics
    2000 - 2004

Community

You need to have a working account to view this content. Click here to join now