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Josh Baker, CPA, CFP®

Josh Baker, CPA, CFP®

Tax Intern

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location of Josh Baker, CPA, CFP®United States

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  • Timeline

  • About me

    Portfolio Manager at Wynn Capital, LLC

  • Education

    • University of Georgia - Terry College of Business

      2014 - 2017
      Bachelor's degree Accounting

    • University of Georgia - J.M. Tull School of Accounting

      2018 - 2018
      Masters of Accountancy

  • Experience

    • Cherry Bekaert LLP

      Jun 2017 - Aug 2017
      Tax Intern

    • Dixon Hughes Goodman LLP

      Jun 2018 - Aug 2018
      Tax Intern

    • Deloitte Tax LLP

      Jan 2019 - Jul 2020
      Tax Consultant

    • Serotta Maddocks Evans, CPAs

      Jul 2020 - Aug 2022
      Tax Accountant

    • Wynn Capital

      Aug 2022 - now
      Portfolio Manager

    • Augusta Technical College

      May 2023 - now
      Adjunct Accounting Instructor

  • Licenses & Certifications

    • Certified Public Accountant

      Georgia State Board of Accountancy
      Mar 2020

    • Certified Financial Planner (CFP)

      CFP Board
      Jun 2025

    • Series 65

      FINRA
      Oct 2022

  • Volunteer Experience

    • Coach

      Issued by Augusta Arsenal Soccer Club
      Augusta Arsenal Soccer ClubAssociated with Josh Baker, CPA, CFP®

    • Endowment Committee Member

      Issued by Historic Augusta Inc on Jan 2025
      Historic Augusta IncAssociated with Josh Baker, CPA, CFP®

    • Perfectly Aged Committee Member

      Issued by Historic Augusta Inc on Jan 2023
      Historic Augusta IncAssociated with Josh Baker, CPA, CFP®