Michael H. Baker,  CFP<sup>&reg;</sup> - Financial Advisor

Michael H. Baker, CFP®

CIMA®, RICP®

Founding Member

Vertex Capital Advisors

127 Ben Casey Drive, Suite 104
Fort Mill, SC 29732
FINANCIAL ADVISOR'S WEBSITE
(704) 556-1388 CONNECT WITH Michael
  • linkedin link

General

Michael Baker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vertex Capital Advisors in Fort Mill, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - RICP®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

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