Erik Baskin (CEPA, CFP®, MBA)
Erik Baskin focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Federal Employees
- High Net Worth Client Needs
- Millennials
- Tax Planning
- Business Owners
- Entrepreneurs
- Federal Employees
- High Net Worth Client Needs
- Millennials
- Tax Planning
Planning Specialties
Military and Veteran Families. Veteran Business Owners. High Income or HNW Millennials and Gen X.Additional Information
Hi, I’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm focused on serving Veterans to help them build purpose past the 9-5. In 2018 after graduating from the U.S. Air Force Academy, my passion for entrepreneurship collided with my deep interest in personal finance. I saw how most of the financial industry was treating military families with overpriced products, and decided that I couldn’t wait until I was out of the military to do something about it. While still on active duty, I went and got my MBA, passed the CFP exam, and ultimately launched my fee-only firm in 2021 to help military families align their money with their values.NAPFA Start Date
April 28, 2021
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