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Eli B

CFP®, Series 63

New York, NY

Commonwealth Financial Network

Eli Baer is a CFP®-designated financial advisor with three years of industry experience, currently affiliated with Commonwealth Financial Network and Hudson Advisory Group, LLC. His career includes multiple roles at both firms, along with a brief tenure at the Brooklyn Academy of Music. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Nicole F

CFP®, Series 63, Series 65

New York, NY

Commonwealth Financial Network

Nicole Francis is a CFP® with 38 years of experience in the financial services industry. She has worked at Commonwealth Financial Network since 2017 and previously spent 12 years at Securities Service Network, Inc. and SSN Advisory, Inc. Outside of her advisory role, she serves as a co-trustee for a non-investment client. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing back-office operations, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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