POMFRET CENTER, CT (April 12, 2022) — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) has welcomed Vice President, Associate Financial Advisor Michael Baum, CFP® to the firm.
Baum brings nearly 15 years of broad and deep financial industry experience to the firm, having previously served in various roles at Massachusetts-based Commonwealth Financial Network, the country’s largest privately-owned independent Registered Investment Adviser /broker-dealer.
Most recently he served as an Advanced Planning Consultant at Commonwealth, acting as a resource for financial advisors on a wide variety of financial planning strategies. Prior to that he served as supervisor of data integrity at the company. His specialties include charitable giving strategies, tax efficiency, education, and social security planning.
“Mike is a valuable new addition to our firm,” said WHZ Principal/Managing Partner and Chief Goal Strategist James Zahansky, AWMA®. “The wealth management marketplace is evolving quickly, placing new and greater demands on our industry and our team and we’re making significant investments into our firm to meet those growing needs. Doing this will ensure that our Plan Well, Invest Well, Live Well process is delivered seamlessly for every client, every time.”
“Mike’s deep experience gained from consulting on advanced financial planning needs for Commonwealth’s 2,000-plus advisors make him a highly skilled and knowledgeable advisor,” Zahansky continued. “He’s also an excellent match for our academic and strategic approach to financial planning and shares our commitment to providing the best wealth management experience at every touchpoint.”
Baum joins an advisory team that includes Zahansky as well as Principal/Managing Partner and Chief Investment Officer Laurence Hale, AAMS, CRPS®, and Senior Vice President, Financial Advisor Leisl L. Cording, CFP®. The advisory team in collaboration with team members from client service, portfolio and investment analytics, client experience and financial planning strive to help each client achieve the financial life goals.
“Mike will bring a wonderful skill set to our team and to our clients, as well as a seamless addition to the expertise and experience that our clients expect and deserve,” said Hale. “As our firm and client needs grow, we’re committed to providing the same rigorous approach to our services and the same personal attention to our clients as we always have throughout our 16-year history. Mike’s background and his own personal standards ensure we’ll meet or exceed that goal in the years ahead.”
Baum holds a Bachelor of Science in Business Management and Entrepreneurship from the University of Connecticut and a certificate in Financial Planning from Boston University – Metropolitan College. He became a CERTIFIED FINANCIAL PLANNER™ (CFP) professional in 2016, earned the Retirement Income Certified Professional (RICP®) designation in 2021, and also holds the FINRA 7 and 66 securities registrations.
Mike is a native of northeast Connecticut, where WHZ is based. When he’s not at work, he enjoys rooting for the University of Connecticut men’s and women’s basketball teams, cooking, and being active outdoors with his wife Chelsea and their twin children.
WHZ is a Pomfret, CT based independent investment, financial planning and wealth management firm serving individuals, businesses, and not-for-profit institutions in 35 states. WHZ provides comprehensive financial planning and wealth management services to individuals at every stage of life, and also partners with business owners and executives on strategies for business growth and succession planning.
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