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Timothy Baker, CFP®


Wealthshape LLC

150 Bush Hill Rd
Manchester, CT 06040-7104
View on Map (860) 837-0303

1044 Main St Ste 16
Watertown, CT 06795-2930
View on Map (860) 837-0303

15 N Main St Ste 100
West Hartford, CT 06107-1957
View on Map (860) 837-0303

4 Research DR Ste 402
Shelton, CT 06484-6242
View on Map (860) 837-0303

Year CFP® Certification Received: 2013
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Planning

Typical Client Profile

Average Net Worth: None Provided
Average Income: None Provided
Average Age: 24 or younger, 45-54, Generation Y, 35-44, 65-74, Generation X, Baby Boomers, 25-34, 55-64, 75 or older, Millennial Generation
Profession: None Provided

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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