Christopher Baker,
CFP®, CIMA® Wealth AdvisorChris helps busy individuals and families make confident financial decisions—so they can focus on what matters most.
At the heart of his practice is a commitment to putting his clients first— listening carefully, getting to know people beyond their portfolios, and staying attuned to their goals, investments, tax situation, and the important life moments that shape their financial journey.
Chris holds the Certified Financial Planner® (CFP®) designation and brings over twenty five years of experience in the investment and wealth management industry. Chris also holds the Certified Investment Management Analyst® (CIMA®) designation, and earned a Certificate in Financial Planning from Boston University.
Areas of focus:
- Guiding individuals and couples toward a confident retirement or a work-optional lifestyle
- Tax-efficient strategies for preserving and growing wealth
- Financial planning for high achieving sales executives, technology professionals, and solo business owners
- Equity compensation planning
- College planning for growing families
Chris grew up in the Boston area, graduated from Saint Anselm College, and lives in Winchester, MA with his wife and two kids. Outside of his greatest passion—being a dad —he enjoys skiing, golf, and reading.
To schedule a consultation to learn more about working with us, email chris@carlinwmg.com, or call 617-655-4178.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
