Erik Baskin, CFP®, MBA

Dayton, OH

Verified Identity

Founder at

Baskin Financial Planning

Years of Experience

4 years

Member Since

2023

Allow Me to Introduce Myself

In 2018, after graduating the U.S. Air Force Academy with an Economics degree, I began my professional career as a hospital administrator in the Air Force. As I was sitting in my apartment in Cheyenne, Wyoming after work every day, I quickly realized that this wasn't going to be a career for me. It ...

Clientele

Veterans & Active Duty Military

Retirees

High Net Worth Individuals

Government Contractors

Business Owners

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Insurance

Specialties and Expertise

Retirement Income

Cash Flow Analysis

College Planning

High Net Worth Planning

Portfolio Construction

Tax Minimization Inv...

Business Ownership Strategies

Credentials and Designations

MBA

Master of Business Administration

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Series 65

Series 65 - Uniform Investment Adviser Law Exam

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Pricing Models

AUM

Education

University of NebraskaLincoln

MBA, Finance

Obtained in 2021

United States Air Force Academy

Bachelor's of Science, Economics

Obtained in 2018

Disclosures and Proof of License

SEC Profile

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