Daniel Baskin, CRPC

As a Senior Financial Advisor and Managing Director-Investments with nearly two decades of experience, I’ve dedicated my career to helping individuals and institutions navigate the dynamic and often unpredictable world of investment planning. My focus is on crafting personalized investment strategies that align with each client’s unique financial goals, with a strong emphasis on long-term planning, risk management, and delivering tailored advice. I’ve been honored to be named on the 2025 Forbes Best-in-State Wealth Advisors List, a recognition that reflects my commitment to excellence, client-focused approach, and experience in the financial industry. Additionally, I’m proud to be a member of the 2025 Platinum Council Program at Wells Fargo Advisors. The 2024-2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. Years received: 2018-2025 I also hold the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. The CRPC®?is a professional designation awarded to experienced advisors who complete a graduate-level retirement planning program. It enables me to help clients build a clear roadmap leading up to and throughout retirement, along with tax efficient strategies and estate planning strategies. As a lifelong resident of the South Bay, I’m proud to call this community home. I believe in giving back and staying actively engaged in local initiatives that help improve the lives of those around me.

CA Insurance License Number: 0F37102. Resident State CA