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Mike Baum

Mike Baum

Advanced Planning Consultant - Advanced Planning

Mike has been with Commonwealth since August 2008 and joined the Advanced Planning team in 2017. As an advanced planning consultant, he acts as a resource for our advisors on issues involving financial planning software and charitable, tax, education, and social security planning. Prior to joining the Advanced Planning team, Mike held several leadership roles on the Data Integrity team, most recently as supervisor of the group. Mike has a BS in business administration from the University of Connecticut School of Business, and he holds the CFP® designation and FINRA Series 7 and 66 securities registrations. His hobbies include playing all types of sports, hiking, camping, boating, and doing anything outdoors. Mike also enjoys spending time with his wife, Chelsea; taking his dog for long strolls in the city; and dabbling in the culinary arts.