Sarah Baker

Sarah Baker

Senior Financial Planner

Sarah Baker, CFP®, joined Mason in April 2021.

  • Received her Certified Financial Planner designation in 2007.
  • Bachelor of Science in Finance, West Virginia University.
  • More than 16 years of wealth management experience assisting individuals and families align their goals and values with their wealth.
  • 2020 InvestmentNews 40 Under 40 Winner
  • Passionate about financial literacy and active volunteer with Britepaths

Sarah enjoys being a mom to her son Andrew, spending time with family, playing tennis, traveling, and reading.

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