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

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 military families and business owners. 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


This Office

3965 Pepperwell Circle Sugarcreek Township, OH 45440 Phone: +1 (719) 203-1462