Mike Baum CFP®, RICP®
Mike joined Commonwealth in August 2008 and served in a variety of roles in Operations before joining the Advanced Planning team in 2017. After nearly five years with Advanced Planning, Mike worked for three years as an advisor with WHZ Strategic Wealth Advisors before reprising his role as an advanced planning consultant in January 2025. In this role, he provides financial planning support for advisors, including estate, trust, charitable, education, business, and retirement income planning strategies. He earned a bachelor’s degree in business administration from the University of Connecticut. Mike holds FINRA Series 7, 24, and 66 security registrations and CERTIFIED FINANCIAL PLANNER® (CFP®) and Retirement Income Certified Professional (RICP®) certifications.
