Mike Baum, CFP®
Advanced Planning Consultant
- Serves as a resource for our advisors on issues involving financial planning software and charitable, tax, education, and social security planning
- Holds a bachelor’s degree in business administration from the University of Connecticut School of Business
- Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and FINRA Series 7 and 66 securities registrations
- Previously held several leadership roles on Commonwealth’s data integrity team, most recently as supervisor of the group
