Brett D. Baskin
Brett Baskin is an investment advisor representative, CERTIFIED FINANCIAL PLANNER™, and serves as a Senior Vice President of Ellsworth Advisors. He joined Ellsworth Advisors in 2016 to provide wealth management and financial planning services to individuals and families as well as consult with corporations on their corporate-sponsored retirement plans. Brett holds both Certified Financial Planner™ (CFP) and Certified Plan Fiduciary Advisor (CPFA) designations.
Prior to joining Ellsworth Advisors, Brett was a financial advisor at Merrill Lynch in Westlake, Ohio. While at Merrill Lynch, Brett worked with corporations around the country, analyzing their retirement plans, as well as worked with families to develop a comprehensive financial plan.
Brett graduated from The Ohio State University with a Bachelors degree in Business Administration with a specialization in Finance. He is a member of the advisory board for the Cystic Fibrosis Foundation – Northern Ohio Chapter, the local chapter of a national organization funding research to find a cure for Cystic Fibrosis and providing support for families affected by the disease. Brett also chairs the Bruce Baskin Cystic Fibrosis Golf Classic, the longest standing tournament at Firestone Country Club in Akron, Ohio.
Brett lives in Hudson, Ohio with his wife, Sophia. In his spare time, Brett enjoys staying active by golfing and competing in triathlons. Brett and his wife are advocates for animal rescue and live with their four rescue dogs.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.