Dave Baldwin, CFP®
Dave Baldwin, CFP® is a financial planner, author, husband and father. Originally from San Diego, he now lives in Oceanside with his wife Andrea and their two children, Megan and Ryan.
Dave enlisted in the U.S. Navy after high school and served as an electronics technician spending most of his time on active duty in San Diego. While in the Navy, he received a bachelor’s degree in electronic systems technology from Southern Illinois University.
In 2005, after his enlistment, he entered the financial services industry as a financial advisor with Waddell & Reed. After two years in that role, he relocated to the firm’s corporate home office in Overland Park Kansas to work with the subsidiary asset management distribution company, Ivy Funds.
During his time in Kansas City, Dave met his wife Andrea and was promoted to an executive sales role. As a Regional Vice President and outside sales representative for Ivy Funds, Dave managed mutual fund sales in several territories across the country and gave educational presentations to financial advisors and their clients about the latest economic trends and capital market movements.
Dave and Andrea were relocated to the San Francisco Bay Area shortly after the birth of their first child, however, the extensive travel and hours away from home did not align with their vision of raising a family. The decision was made in 2016 to move back to Southern California so that Dave could follow his true passion of helping individual investors achieve their financial goals as a financial advisor once again and accepted a position with Edward Jones in San Marcos, CA.
Since then, Dave published his first book The Balancing Act: Rewriting your financial script, earned his CERTIFIED FINANCIAL PLANNER® designation and left the corporate “employee” financial advisor model to become an independent financial planner with Commonwealth Financial Network®.
Dave has served the San Diego North County community as a board member and Chairman of the Board for the Vista Chamber of Commerce, a life group bible study leader with North Coast Church, a soccer coach, and as “Cookie Dad” with his daughters Girl Scouts troop.
In 2024, guided by his Christian faith and after nearly 20 years in the financial services industry mostly working for other people, Dave founded Talents Financial Planning & Wealth Management to provide his clients independent financial planning, investment, and tax preparation services.
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.
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