Tim Baker

Founder and CEO, WealthShape LLC

Timothy Baker, CFP® is the Founder and CEO for WealthShape LLC, a fee only Registered Investment Advisor based in Manchester, CT.

His experience encompasses advanced portfolio design, risk management and security selection. Tim has lectured extensively across the country, helping investors from all walks of life to understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve their quality of life.

Tim holds a MBA with a concentration in Finance and is a Certified Financial Planner, CFP® professional.

Past Appearances

Your Money: February 6, 2018

Host Kent Smetters is joined by Anthony Davenport (Founder, CEO; Author of “Your Score: An Insider’s Secrets to Understanding, Controlling, and Protecting Your Credit Score”, Regal Financial), Erik Daniels (Executive Vice President, Ronald Blue Trust), and Tim Baker (Founder and CEO, WealthShape LLC) on the Tuesday, February 6, 2018 edition of Your Money.Read More

Air Date: Tuesday, February 6, 2018

Your Money: October 17, 2017

Host Kent Smetters is joined by Bob Carroll (Managing Director; CPA, CFP™, Certified Divorce Financial Analyst™, Cincinnati Carnegie Investment Counsel), Kai Stinchcombe (Co-Founder & CEO, True Link Financial), and Tim Baker (Founder and CEO, WealthShape LLC) on the Tuesday, October 17, 2017 edition of Your Money.Read More

Air Date: Tuesday, October 17, 2017

Your Money: April 4, 2017

Host Kent Smetters is joined by Nina Mitchell (Senior Wealth Advisor & Partner, Bridgewater Wealth & Financial Management), Jon Luskin (Financial Planner, Define Financial), and Tim Baker (Founder and CEO, WealthShape LLC) on the Tuesday, April 4, 2017 edition of Your Money.Read More

Air Date: Tuesday, April 4, 2017

Your Money: March 22, 2016

Host Kent Smetters is joined by Jim Stone (Author of the “Clear, Organized, and Motivated” Blog, Psychology Today), Eric Roberge (Founder, Beyond Your Hammock), and Tim Baker (Founder and CEO, WealthShape LLC) on the Tuesday, March 22, 2016 edition of Your Money.Read More

Air Date: Tuesday, March 22, 2016

Your Money: August 25, 2015

Host Kent Smetters is joined by Jia Jiang (Entrepreneur, Blogger, Author, Speaker), Christopher Van Slyke (Partner, Founder, WorthPointe), and Tim Baker (Founder and CEO, WealthShape LLC) on the Tuesday, August 25, 2015 edition of Your Money.Read More

Air Date: Tuesday, August 25, 2015

Spotlight

On Wharton Business Radio

Your Money: August 21, 2018 Episode Featured ImageYour Money: August 21, 2018

Timothy Baker, CFP® is the Founder and CEO for WealthShape LLC, a fee only Registered Investment Advisor based in Manchester, CT. His experience encompasses advanced portfolio design, risk management and security selection. Tim has lectured extensively across the country, helping investors from all walks of life to understand the benefitsRead More

View Episode