Michael Baker, CFP®, AEP®

Senior Wealth Advisor
 Cleveland, Ohio|

Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Estate Planner® designation.

Experience and Education

Michael provides clients with comprehensive wealth management services to help them achieve their goals. He designs and implements customized wealth plans and provides integrated planning and strategies for growing and protecting wealth.

Prior to joining Mariner Wealth Advisors, he was a senior director in the wealth planning department at Sequoia Financial Group. He worked with advisors to develop wealth plans for clients and worked with firm leadership to establish and document core elements of the client experience. Prior to that, Michael was the manager of financial planning at Marcum Wealth where he developed a comprehensive financial planning process and tailored plans to educate clients and guide them toward achieving their goals. Before that, he was a wealth advisor at Game Plan Financial Advisors where he worked with high-net-worth families and developed custom investment portfolios that aligned with client objectives.

Michael has a bachelor’s degree in English literature from Ohio University.

Accolades

Michael was named as a part of the BlackRock Emerging Leader Lab in the Inaugural Class of 2021.

Personal Interests

Michael is a part of the Akron Children Hospital’s Emerging Leaders Board and a part of the Steak Club Foundation. He is an avid reader and a fan of the Chicago Cubs.

Michael’s Office

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