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 the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7, 24, and 66 securities registrations
  • Earned a bachelor’s degree in business administration from the University of Connecticut School of Business  
  • Previously held several leadership roles on Commonwealth’s data integrity team, most recently as supervisor of the group