David Baker, CFP®, ChFC, RICP, AIF
Financial Advisor, Retirement Planning Specialist
David Baker, CFP®, ChFC®, RICP ®, AIF® is a Financial Consultant and Retirement Planning Specialist at Equitable Advisors and Managing of Phoenix Private Wealth. Mr. Baker focuses on retirement and distribution strategies, estate planning tactics, wealth management, tax efficient investments, and asset protection strategies.
He is a Managing Partner of Equitable Advisors’ Maryland Branch 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 Accredited Investment Fiduciary ® designation through Fi360, now Broadridge, a professional organization which focusses on the highest ethical and moral standards in financial planning. David also earned his Chartered Financial Consultant® designation and Retirement Income Certified Professional ® designation through the American College of Financial Services. 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, and spending time with his wife Nikki, daughter Addison, and son Rhem.