About us

Dino Basdakis is a seasoned financial advisor with over three decades of experience in the financial services industry, focusing on pre- and post-retirement planning and corporate retirement plans. He holds Series 7, 24, and 63 licenses through LPL Financial, and Series 65 through Stratos Wealth Partners, along with Life, Health, Annuity, and Long-Term Care licenses. Dino spent nearly 20 years as First Vice President at Smith Barney and its predecessors before establishing his own firm over a decade ago. A Vietnam-era veteran, he served over six years in the Marine Corps. Dino earned a Bachelor of Science in Finance from California State University, Fullerton, and the Certified Investment Management Analyst™ credential from the Wharton School of Finance, Pennsylvania. He is actively involved in his church community and his alma mater's School of Business and Economics. In his personal time, Dino enjoys staying active with his family, exercising, playing racquetball, and reading.