Michael Baughman (CFP®)

Michael Baughman focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the National Association of Personal Financial Advisors (NAPFA). Michael’s entire career has been focused on helping others identify and pursue their life’s goals. He is passionate about delivering quality and objective advice. As a former youth director, Michael has a knack for communicating with others in a relatable and understandable way.

NAPFA Start Date

June 02, 2010