Canby Financial Advisors is pleased to announce that Martin Baker, CFP®, CEPA® has joined the firm as Financial Advisor and Director of Financial Planning.
To this role, Martin brings 20 years of experience as a financial advisor, private wealth relationship manager and financial planning consultant and educator.
Before joining Canby Financial, he spent the last six years as Advanced Planning Consultant and Manager of Advanced Planning for Commonwealth Financial Network. In this role he provided instruction, consultation and educational resources that helped hundreds of financial advisors learn to deliver the highest level of service to their clients.
“We’re thrilled to have Martin join our team. He embodies Canby Financial’s commitment to helping individuals and families address their financial challenges and opportunities through each stage of their lives,” said Christopher Borden, Managing Partner.
“In addition to working with existing clients and bringing new clients to Canby Financial, Martin will also serve as the company’s Director of Financial Planning. This is a critical role, as his in-depth financial planning knowledge will enhance the guidance all Canby Financial advisors can provide to our clients and help ensure that everyone at the firm continues to remain in the forefront of ever-evolving financial planning techniques and technologies.”
Martin lives in Chelmsford, Massachusetts.
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