Daniel Baskin Email & Phone Number

For the past 18 years I have helped navigate clients through shifting markets by focusing on each investor's specific needs and developing strategies that help clients reach their financial goals. I have worked as a Financial Advisor to both individual and institutional investors since 2006 and was recognized as a Platinum Council Advisor 2018-2023 (previously known as Premier Advisor) a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year and professionalism. Additional criteria, best practices and team structure may also be used to determine recipients.Before joining Wells Fargo Advisors in 2014, I was a financial advisor for JPMorgan from 2008-2014 and Ameriprise financial from 2006-2008. I hold a Bachelor's degree from San Jose State University where he studied Economics, History and Political Science, graduating in 2006.My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. That integrity extends to the locally community as well, where I have been active as a lifelong native of the South Bay Area.This information is intended for use by residents of AL, AZ, CA, CO, FL, GA, ID, MI, MN, MO, NC, NV, NY, OH, OR, PA, SC, TX, VA and WA only.CA Insurance Producer License Number #0F37102/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Securities, Retirement Planning, Mutual Funds, and 8 others.