Talents Financial Planning & Wealth
Management
Welcome
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
"I believe this new brand more accurately
reflects who I am and what I do for my clients"
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.
Contact us
Talents Financial Planning & Wealth Management
380 South Melrose Drive, Suite 110
Vista, CA 92081
(760) 231-1103
Dave@TalentsFPWM.com
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 Ins. Lic #0F04767) is a registered representative and investment advisor representative with/and offers securities and advisory services offered 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®.
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