Erik Baskin, CFP®, CEPA®, MBA

Name: Erik Baskin, CFP®, CEPA®, MBA
Address: 12674 Woodmont Dr, Colorado Springs, Colorado, United States
Telephone: (719) 203-1462
Rating: 5

Helping Veterans Build Purpose Past the 9-5

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Contact Me

Baskin Financial Planning Erik Baskin, CFP®, CEPA®, MBA

Colorado Springs, CO

Serving Clients Nationwide

Helping Veterans Build Purpose Past the 9-5

(719) 203-1462

Website

Areas of Focus

Financial Life Planning
Getting out of Debt
Investment Management
Retirement Planning
Taxes

About Me

Hi, I'm Erik Baskin. 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 before transitioning out to focus on the business full time.

When I'm not busy nerding out with clients on financial planning and investing, I keep busy by spending time with my wife Shelley and my two Greyhounds Rafa and Poppy, coaching hockey, working out, playing golf, hunting, going to country concerts, or reading a book outside on my favorite subject...personal finance.

Professional Designations

Certified Exit Planning Advisor (CEPA)
CERTIFIED FINANCIAL PLANNER™ Professional
Master of Business Administration (MBA)
Military Qualified Financial Planner (MQFP)

Affiliations

CFP Board
Fee Only Network
Military Financial Advisors Association
National Association of Personal Financial Advisors
The AGC
XY Planning Network

Primary Location

12674 woodmont drive, Colorado Springs, CO 80921

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only
One-time Financial Plan
Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory meeting. This is a 30-minute introductory call to see if we could be a mutual fit and that I would add value to your situation in the form of comprehensive financial planning. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Baskin Financial Planning is an independent, fee-only wealth management firm that offers comprehensive financial planning and investment management to help Veterans build purpose past the 9-5.

Education

B.S., Economics, U.S. Air Force Academy | MBA, Finance, University of Nebraska

Volunteer Experience

In my spare time, I am a volunteer hockey coach for the local high school hockey team.

Badges

Hobbies and Interests

Church
Family
Golf
Hockey
Hunting
Music
Reading
Skiing
Tennis
Volunteering
Walking
Working Out

SEC Lookup

View Disclosure

Who We Serve

Baby Boomers
Business Owners
Corporate Executives
Couples
Dual Income Family
Financial Independence Retire Early (FIRE)
Gen X
Gen Y / Millennials
Healthcare Professionals
Living in Retirement
Military
Parents
Technology Professionals
Veterans
Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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