David Baker, CFP®, ChFC®, AIF® is a Financial Consultant and Retirement Planning Specialist at Equitable Advisors and Managing of Phoenix Private Wealth. Mr. Baker focuses on retirement anddistribution strategies, estate planning tactics, wealth management, tax efficient investments,and asset protection strategies.
He began his career with the company, now Equitable Advisors, in 2009 as a Financial Consultant.Mr. Baker is ranked nationally at Equitable, ranking #7 in the country for his company-assigned class in 2013 for overall production. 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 Chartered Financial Consultant® designation through the American College of Financial Services. David has also earned his Accredited Investment Fiduciary® designation through Fi360, now Broadridge, a professional organization which focuses on advisors exercising the highest ethical and moral standards to provide fiduciary care for their clients. David maintains the Series 7, Series 66, Series 24 registrations; and Life, Accident, and Health Licenses.
David is a mentor to members of the Gettysburg College alumni group and to undergraduate juniors and seniors. His interests include travel, cooking, athletics, as well as spending time with his wife Nikki, daughter Addison, and son Rhem.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® 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. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Phoenix Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Elite Advisors Group (EAG) is an internal recognition program of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Phoenix Private Wealth is not owned or operated by Equitable Advisors, LLC or its affiliates.