Daniel Baldwin serves as the Chief of Financial Planning. He assists financial professionals and clients with creating and implementing actionable steps to reach their goals through an ongoing financial planning model. Every person has a different scenario and by working collaboratively, having strong work ethic, and drive, he can help create solutions to help solve any financial “puzzle”.
Daniel is a graduate of Northern Arizona University where he received a Bachelor of Science in Business Administration degree (focus in Finance and Investments). Additionally, he holds the CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter® designations.
Prior to joining WestPoint Financial Group, Daniel spent a number of years in product and financial planning specialist roles. This background has enabled him to work with financial professionals in creating in-depth strategies to help secure their financial futures and protect the ones they love.
In his free time, Daniel enjoys hiking, running, playing soccer, and spending time with his family.
