Dan Baldwin joined Baldwin Capital Management in November 2021 and currently leads our retirement plan client service operations. He specializes in helping employers deliver exceptional retirement plan experiences while ensuring participants receive the tools and education needed to build long-term financial confidence. In March 2025, Dan earned the CERTIFIED FINANCIAL PLANNER® certification, further reinforcing his commitment to comprehensive and fiduciary-focused financial guidance.
Before joining Baldwin Capital, Dan worked as a business analyst in the healthcare industry—an experience that sharpened his data-driven approach to problem-solving and service.
Raised in Northville, and now residing in Royal Oak, Dan enjoys spending time with his family and friends in the community. He's a devoted Michigan State and Detroit sports fan. When he’s not working, you’ll likely find him on the golf course, the basketball court, or competing in just about anything that keeps the competitive fire burning.
Dan is also passionate about men’s health advocacy, especially around testicular cancer awareness. He actively promotes education and preventive health practices among young men, aiming to spark important conversations that can save lives.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.