Specialties
About Me
David Baker, CFP®, ChFC®, RICP®, AIF® is a Financial Consultant and Retirement Planning Specialist at Equitable Advisors and Managing of Phoenix Private Wealth.
Mr. Baker focuses on retirement and distribution strategies, estate planning tactics, wealth management, tax efficient investments, and asset protection strategies. He is a Managing Partner of Equitable Advisors’ Capital Branch top firm, Phoenix Private Wealth, which has held distinction since 2011. Mr. Baker has also qualified for Equitable Advisors' Elite Advisor Group as a Paramount Planning Group Member. He is a qualifying member of the prestigious Million Dollar Round Table (MDRT), an elite international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and the highest standards of ethics, knowledge, and productivity. Mr. Baker is a graduate of Gettysburg College with a degree in economics and business administration. He received the Retirement Planning Specialist certificate from the University of Pennsylvania's Wharton School of Executive Education. He earned his CERTIFIED FINANCIAL PLANNER™ professional certificate through the CFP Board of standards, and his Accredited Investment Fiduciary® designation through Fi360, now Broadridge, a professional organization which focusses on the highest ethical and moral standards in financial planning. David also earned his Chartered Financial Consultant® designation and Retirement Income Certified Professional® designation through the American College of Financial Services. David maintains the Series 7, Series 66, Series 24 registrations; and Life, Accident, and Health Licenses. He is also a proud member of the Association of Financial Educators to help assist organizations and their members with prudent financial insights. David is a mentor to members of the Gettysburg College alumni group and to undergraduate juniors and seniors. His interests include travel, cooking, athletics, and spending time with his wife Nikki, daughter Addison, and son Rhem
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP, AIF, CLU, ChFC, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ professional certification mark, and the CFP® Professional certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the representative on whose behalf the sender is writing is able to transact business in your state. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. [Phoenix Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC or its affiliates.]