Michael Baer, CFP®
Director of Operations & Financial Advisor
(972) 852-4800 | email@example.com
Michael joined the Fluent Financial team as a Financial Advisor with several years of experience in the financial services industry. He has worked for Fisher Investments as an Investment Counselor, SEI Investments as a Relationship Manager, and MassMutual as a Financial Advisor. In these roles he gained experience working with a variety of retirement plans, investment and insurance products, and trusts. As a Financial Advisor, he leads client service meetings, assists in day-to-day financial transactions, and prepares comprehensive financial plans. He is also the Director of Operations and responsible for the firm’s personnel, training, reporting, and compliance.
Michael graduated from Temple University in 2016 with a Bachelor of Business Administration in Finance and Economics. He is a CERTIFIED FINANCIAL PLANNER ™ Practitioner and holds a Series 7 General Securities Representative, a Series 65 Uniform Investment Adviser Law License, a Series 63 Uniform Securities State Law License, and a Series 6 Investment Company Products License.
Michael was born in the Philadelphia area and moved to Dallas in 2019. His hobbies include hiking with his Husky Luna, golfing, skiing, reading, and traveling.