Matthew Baker, CRPC®, AWMA®, AAMS®

VP of Wealth Planning at Halleran Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Rochester, New York, United States, US
Languages
  • English Full professional proficiency

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Credentials

  • Accredited Asset Management Specialist
    College For Financial Planning
    Apr, 2021
    - Nov, 2024
  • Personal Investment Advisor
    Merrill Lynch Internal
    Apr, 2021
    - Nov, 2024
  • Accredited Wealth Management Advisor
    College for Financial Planning
    Mar, 2021
    - Nov, 2024
  • Chartered Retirement Planning Counselor
    College For Financial Planning
    Dec, 2020
    - Nov, 2024

Experience

  • Halleran Financial Group
    • United States
    • Investment Management
    • 1 - 100 Employee
    • VP of Wealth Planning
      • Feb 2022 - Present

      *AWMA® and Accredited Wealth Management Advisor℠ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries. *CRPC® and Chartered Retirement Planning Counselor℠ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries. *AAMS® and Accredited Asset Management Specialist℠ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Aug 2019 - Feb 2022

  • ASHFORD ADVISORS LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • Mar 2018 - May 2019

  • Manning & Napier
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Account Management
      • Aug 2014 - Mar 2018

Education

  • Saint John Fisher College
    Bachelor's Degree
    2007 - 2011

Community

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