Michael Baum, CFP®, RICP®
Vice President, Associate Financial Advisor
Mike brings nearly 15 years of deep financial industry experience to his clients at WHZ, an award-winning, independent fiduciary wealth management firm dedicated to empowering others to Live Well.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP ®) as well as a Retirement Income Certified Professional (RICP®). Mike is well-versed in all aspects of financial planning and has a particular interest in charitable giving strategies, education planning, and retirement income planning. Mike guides clients through complex company benefit plans that link to their personal financial goals and helps clients balance competing goals while building wealth.
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