Talents Financial Planning & Wealth Management
New Look, Same Professional Service
Dave Baldwin CFP® is excited to share a new brand, a new logo, and a new look for his financial planning and wealth management business.
Check out Dave's Book
The Balancing Act
Understanding why you spend is key to aligning your actions with your long-term goals. Whether you're catching up, getting ahead, or balancing income and spending, The Balancing Act offers tools to help you achieve your financial goals. This book is for everyone, regardless of age or income. Like a movie plot, your financial life has had its ups and downs. No matter where you are, be the hero of your story and take control. The Balancing Act guides you step by step to change your financial behavior and rewrite your financial script.
Our Financial Services
At Talents Financial Planning & Wealth Management, we offer a comprehensive suite of services designed to meet your diverse financial needs and goals. Whether you're planning for retirement, managing investments, or protecting your assets, our experienced team is here to guide you every step of the way. Explore our key services below to see how we can help you achieve financial security and success:
Financial Planning
Create a personalized roadmap to achieve your financial goals and secure your future.
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Investment Management
Build and manage a tailored investment portfolio that aligns with your risk tolerance and objectives.
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Tax Prep and Planning
Optimize your tax strategy to minimize liabilities and maximize savings.
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Retirement Planning
Plan for a comfortable and secure retirement with a strategic savings and investment plan.
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Take a look at the Process
The Client Experience
At Talents, we put you at the center of everything we do. From our first conversation to ongoing support, our process is personalized, transparent, and focused on helping you achieve your financial goals.
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Financial Planning
Our financial planning process is tailored to your unique needs, offering clear strategies to guide you toward your financial goals. We analyze your situation, set objectives, and create a comprehensive plan to help secure your future.
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Investment Management
Our investment management process is designed to align with your risk tolerance and goals. We develop a personalized strategy, carefully manage your portfolio, and provide ongoing monitoring to ensure long-term success.
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While the brand name is new
Dave Baldwin CFP® continues to provide securities and financial planning services through Commonwealth Financial Network®
Existing clients will see no difference to their investments, accounts, or online access through this brand name change.
"I believe this new brand more accurately reflects who I am and what I do for my clients"
Contact us
Talents Financial Planning & Wealth Management
380 South Melrose Drive, Suite 110
Vista, CA 92081
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Dave Baldwin (CA Insurance Lic #0F04767) is a registered representative and investment advisor representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Tax preparation services offered through Talents Financial Planning and Wealth Management are separate and unrelated to Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
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