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Erik Baskin, CFP®, MBA | Financial Advisor

Profile img for Erik Baskin, financial advisor at Baskin Financial Planning
Dayton, OH
Erik Baskin, CFP®, MBA
Financial Advisor
Founder at
Baskin Financial Planning

Verified Identity

Important Disclosures

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 was a great first job, but wasn’t ultimately my calling and didn’t get me up out of bed every morning. I was captain of a Division I hockey team in college, and I still have that competitive drive that I need to harness into something. I knew that I needed to start a business, I just didn't know what yet. For the next 9 months, I binged business and entrepreneurship books and researched business ideas. I had a One Note with about 20 different ideas. I was teaching myself to code computer software, trade foreign exchange, and anything else that I could get my hands on. One book in particular called the $100 Startup by Chris Guillebeau said that you should find something that people naturally come to you for, something that you are passionate about, and something that people will pay for. This was my lightbulb moment. For me, that thing has always been investing and personal finance. I was always interested in the stock market, and many times found myself in conversations giving people finance pointers. I had also seen what the typical financial advisor did for family and friends, and was very frustrated with the lack of transparency, and lack of value for the fees that are paid. From there on out, I was dead set on building a fee-only financial planning firm to help families align their money with their values. I began building the groundwork for Baskin Financial Planning in early 2019 while getting my MBA, studying for and passing the CFP exam, then finally launching the business in 2021 all while serving on active duty. Through my time as a financial planner, I have found that the military community is not properly served by one single service and pricing model. Not everyone can afford or needs the help of an ongoing financial planner at all times in their life. To address this problem, I have now gone on to develop specific offerings to best serve the military community and each families’ unique stage in life from younger military members just getting started, to transitioning military members, to Veterans and business owners building life changing wealth.
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Specialties and Expertise

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Retirement Income
Cash Flow Analysis
College Planning
High Net Worth Planning
Portfolio Construction
Tax Minimization Investment Strategies
Business Ownership Strategies

Clientele

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Veterans & Active Duty Military
Retirees
High Net Worth Individuals
Government Contractors
Business Owners

Credentials and Designations

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Master of Business Administration

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Series 65 - Uniform Investment Adviser Law Exam

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Certified Financial Planner™

Education

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University of NebraskaLincolnMBA, FinanceYear Obtained: 2021
United States Air Force AcademyBachelor's of Science, EconomicsYear Obtained: 2018
Quick Facts About Erik
Years of Experience:4 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

AUM

Proof of License

SEC Profile
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Dayton, OH
Erik Baskin, CFP®, MBA
Financial Advisor
Founder at
Baskin Financial Planning
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Profile last updated: 03-04-2025