(949) 502-8525

dino@bwmgi.com

Dino has over 30 years of experience in the financial services industry; specializing in pre and post retirement planning and corporate retirement plans. Dino currently holds Series 7, 24, 63 through LPL Financial, and Series 65 through Stratos Wealth Partners; 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 ten years ago.

Dino is a Vietnam-Era Veteran, having spent over six years in the Marine Corps. During the 1990's Dino was a member of the Cooper Network Retirement Group and was involved in overseeing a billion-dollar portfolio. Additionally, Dino was given the honor of becoming a Guided Portfolio Manager with Solomon Smith Barney. Dino graduated from California State University, Fullerton with a Bachelor of Science in Finance. Dino earned the Certified Investment Management Analyst ™ credential from the Wharton School of Finance, Pennsylvania.

Dino has three children with his wife Maria. Dino is very involved with both his church community and his Alma-Mater Cal State University Fullerton School of Business and Economics. Dino enjoys keeping active with his family, exercising, playing racquetball, and reading.

*Dino Basdakis is a registered representative with and securities offered through LPL Financial.