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Andy C. Baker
Certified Financial Plannertm @Summit Wealth Partners, Llc
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WORK HISTORY
Certified Financial Plannertm @Summit Wealth Partners, Llc
Naples, FL, US
Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through ACB Advisory Group, LLC, a separate entity not affiliated with Collegiate Funding Strategists.
EDUCATION
University of Florida - Warrington College of Business
Bachelors of Science, Finance
Florida Gulf Coast University
Non-Degree Seeking, Accounting focused on CPA requirements
The American College of Financial Services
Financial Designations, Financial Planning and Services
SKILLS
ABOUT ANDY C. BAKER
ASSISTING BUSINESS OWNERS to MAXIMIZE the value of their business and turn their years…
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