Martin Baker, CFP

Martin Baker is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since January 2019, Martin provides financial planning support for Commonwealth's affiliated advisors, including estate, trust, charitable, education, business, and social security planning strategies. He holds a bachelor's degree in finance from Bentley University, the CERTIFIED FINANCIAL PLANNER™ professional designation, and FINRA Series 7 and 66 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Are Your Clients Eligible for Student Loan Forgiveness?

Are Your Clients Eligible for Student Loan Forgiveness?

Posted by Martin Baker, CFP

May 8, 2019 at 1:30 PM

As the next-gen investor population continues to grow, financial advisors are looking for new and valuable ways to position their firm as a trusted resource. If you work with this younger client demographic, the topic of how to manage student loan debt probably comes up quite often. From refinancing to smart budgeting, there are a variety of strategies clients can use to take control of their loan payments. But in addition, those clients who work in a public service role may be eligible for student loan forgiveness, specifically through the Public Service Loan Forgiveness (PSLF) program.

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Topics: Education Planning

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