Paul Baker, CFP<sup>®</sup>

Paul Baker, CFP®

Managing Director - Investment Officer

Paul is the heart and soul of the Baker Wealth Management Group.  He works side by side with clients to help meet their financial needs.  Whether it is structuring a portfolio or building an investment plan, Paul uses his experience to provide sound advice his clients may trust and rely on.  Paul's extensive knowledge of investments, retirement and estate planning strategies, and the financial markets allows him to assist his clients when they face important financial decisions.  Paul believes his integrity and ethics are differentiating qualities as a wealth advisor in today's financial services industry and considers them the cornerstone of the Baker Wealth Management Group's success. 

Paul has over 28 years of experience as a wealth advisor.  In 2004, Paul earned the CERTIFIED FINANCIAL PLANNERTM certification from the American College. Paul feels earning this demanding certification demonstrates his dedication to continually educate himself in order to provide sound advice to his clients.  He graduated magna cum laude with a Bachelor of Science degree in Commerce and Engineering Sciences from Drexel University and is a member of the Beta Gamma Sigma Honor Society.  In addition to his CFP® certification, Paul holds Series 3, 7 and 65 securities registrations as well as insurance licenses.

Phone 215-572-2001
Fax 215-572-4299