Michael Baum, CFP®, RICP

Home Office Employee, Commonwealth Financial Network®

Supervisor, Virtual Paraplanning, and Advanced Planning Consultant

Mike joined Commonwealth in August 2008 and served in a variety of Operations roles before joining the Advanced Planning team in 2017. He spent nearly five years with Advanced Planning, then worked for three years as an advisor with WHZ Strategic Wealth Advisors in Pomfret, Connecticut, before returning to 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.

In June 2025, Mike was promoted to Supervisor of the Virtual Paraplanning Team, where he helps advisors build, enhance, and expand their financial planning practices. He has earned his bachelor’s degree in business administration from University of Connecticut; FINRA Series 7, 24, and 66 security registrations; and CFP® and RICP® designations. In his spare time, Mike enjoys having new experiences with his wife and twin children, cooking, and playing and watching sports.