Timothy Baker

CFP®
Personal Finance, Retirement, Investing
97%
Helpful
80
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12
Articles
79
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“Our goal is to amplify wealth by the most logical means available. We believe that advice and investment design should rely on long term, proven evidence, and every investor should have access to it. ”
Firm:

WealthShape LLC

Job Title:

Founder & CEO

Biography:

Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent advisory firm built on innovation, responsibility and the real world application of research.

He spent over a decade developing a new client investment experience to specifically address the major problems facing today's financial services industry.

Financial planning should be modern and more accessible.

Portfolio management should be based on empirical evidence.

Services should be responsibly delivered as a fiduciary.

Throughout his career he’s held positions as an advisor, consultant, portfolio manager, and vice president for institutional money management firms with billions of dollars in assets under management. These experiences led to a new way of thinking about personal finance based on a combination of three critical elements: digital age financial planning, low cost factor-based investment management and fiduciary advice delivered by CFP® professionals.

WealthShape works with clients in Connecticut and throughout the country to deliver evidence based investment solutions and high quality advice at a low cost. Clients receive access to all investments, goals and progress in one easy to understand, secure location. The company operates under the belief that financial planning shouldn’t be static but rather vibrant and ongoing all while upholding the highest level of fiduciary responsibility.

Advice and Investment Management for Individuals and Families     

Retirement Plan Services for Businesses     

Powerful Free Financial Tools for Everyone  ​

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 (NAPFA). 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.

Education:

BS, Business Administration, Southern Connecticut State University
MBA, Southern Connecticut State University

Fee Structure:

Fee-Only Fiduciary
Asset-Based, Fixed

CRD Number:

5030137

Disclaimer:

WealthShape, LLC provides this communication as a matter of general information. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment, tax or legal advice.

Videos
  • Advice and Investment Design Should Rely on Reason. Not Speculation.
  • Timothy Baker CFP® Advisor Insights
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April 2017
    Choosing an Advisor
January 2017
    Investing, Stocks
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    Investing, Stocks
April 2017
    Asset Allocation, Investing, Stocks
October 2016
    Investing, Retirement Savings, Stocks

All Answers
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    Career / Compensation, Retirement Savings
Should I close my smaller retirement account completely or pull funds from my larger National Football League account?

The answer is “it depends”. It sounds like these are both older employer retirement accounts, perhaps 401(k)’s or Cash Balance Pensions. At some stage of the game consolidation of multiple retirement accounts is often beneficial. There will be different considerations depending on the reason for needing to pull the money out whether it be for spending purposes or due to a required minimum distribution.

October 2017
    Investing
What books do you suggest someone with no investing background read to get a basic understanding of investing?
September 2017
    Social Security, 401(k), Retirement Plans
How do 401(k) contributions fit into the Social Security Cap?
0% of people found this answer helpful
August 2017
    Investing, 401(k)
Should I move my 401(k) into a money market account?
33% of people found this answer helpful
July 2017
    Career / Compensation, 401(k)
How wary should I be of 401(k) fees through my company's plan?
60% of people found this answer helpful
June 2017