Sarah Baker, CFP®, Senior Financial Planner, joined Mason in April 2021.
- Received her CERTIFIED FINANCIAL PLANNER™ certification in 2007.
- Bachelor of Science in Finance, West Virginia University.
- More than 20 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.
* Awarded on June 29, 2020. Based on nominations made in 2020 from wealth management professionals with additional questions answered by each nominee and vetted by an independent panel. Nominees for the 2020 award must have been under the age of 40 on June 29, 2020.
