Dino Basdakis

Dino Basdakis is a seasoned financial advisor based in Irvine, CA, with over 30 years of experience in the financial services industry, specializing in pre- and post-retirement planning as well as corporate retirement plans. He holds multiple licenses and credentials, including Series 7 and 63 through LPL Financial and the Certified Investment Management Analyst designation from the Wharton School of Finance.

Prior to establishing his own firm over a decade ago, Dino served as First Vice President at Smith Barney for nearly 20 years and has managed a billion-dollar portfolio as part of the Cooper Network Retirement Group. A Vietnam Era veteran and active member of his community, he is dedicated to both his family and his alma mater, California State University, Fullerton.

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