Timothy Baker, CFP®
Founder and Principal
“Advice an investment design should be based on reason, not speculation.” It’s the critical idea that everything begins and ends with for WealthShape founder Tim Baker. He spent over a decade developing a new client investment experience to specifically address the major problems facing today's financial services industry.
Tim’s appeared numerous times as a guest on SiriusXM Business Radio and frequently contributes to media outlets including Investopedia, The Wall Street Journal, Investment News, US News & World Report, Financial Advisor IQ and AdvisorHUB. He holds a MBA with a concentration in Finance, is a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the National Association of Personal Financial Advisors. He guest lecturers on personal finance via electronic media and at various locations throughout the northeast U.S. including his home state of Connecticut where he resides with his wife Danielle and their daughter Ripley.