Michael R. Baker, CFP® | Manager of Financial Planning

leeann-schultzMichael Baker joined Aurum Wealth Management Group in March 2016 as the Manager of Financial Planning. He is responsible for building and delivering detailed financial plans as well as building out the processes necessary to deliver a superior client financial planning experience.
 
Mr. Baker received a Bachelor of Arts from Ohio University in 2007. Michael became an Investment Adviser Representative in 2010 and  served as an Investment Adviser Representative for Game Plan Financial Advisors, An Ohio Registered Investment Advisor from 2010-2016.

Michael is a CERTIFIED FINANCIAL PLANNER™ (“CFP®”) and to attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

 

  • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

Contact Michael Baker
Contact Michael R. Baker at 440.605.1900 or visit our contact page.


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