Strategic. Disciplined. Proactive.

Lift ascending the mountains

Transition can be truly transformative when managed thoughtfully and prudently-particularly when it comes to business. At the Baldwin Group, our collective experience has helped guide many businesses and their executives through major transitions. Not only do we appreciate the uncertainties and the opportunities they often bring, but also the extreme demands on the time, energy and focus of our clients.

Given your many other priorities, it is important to engage a team you can trust to work diligently and intelligently on your behalf. A team dedicated to the proactive service and attention you need to feel confident that your financial world is well supervised and your goals are on track.

Whether you are currently leading a major liquidity transaction, considering exiting or selling your company, changing careers or planning for retirement or your estate,we can help toward making the best financial decisions for you, your family and your future.

Our initial consultations often show us that, as expert as our clients can be in their professional areas, they don’t manage their personal finances on quite the same level. It isn’t that they make mistakes – they simply get too busy.

- Frank Baldwin

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Frank Baldwin

    Frank Baldwin

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • KS
    • KY
    • MA
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA

    Frank is the founding partner of The Baldwin Group and has over 33 years of industry experience. Frank is directly involved on a monthly basis with client calls to keep them abreast of the markets, their personal portfolios, and to stay updated with changes in their lives. Frank graduated from UCLA in 1982, resides in San Diego, CA with his wife and two children and is very active with his church and local community. Frank has a passion for golf and staying physically active.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        1200 Prospect Street
        Suite 100
        La Jolla, CA 92037
      • Brian Donaldson

        Brian Donaldson

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • KS
        • KY
        • MA
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA

        Brian joined the Baldwin Group in 1998 and has constructed client portfolios since 2003.  He has earned several professional designations-Certified Financial Planner™ in 2011, Certified Exit Planning Advisor® in 2018, and most recently, Certified Divorce Financial Analyst® .

        Brian loves learning new things.  This curiosity provides the motivation to develop a detailed understanding of client circumstances, goals, and priorities.  To him, the planning process is analogous to receiving an annual physical from one's doctor – its consists of an examination, a diagnosis, and a prescription.

        Brian graduated from the University of Missouri in 1991, resides in Encinitas, California, and is a parent to two busy teen-aged children, Rachel and Pierce.  In what free time remains, he enjoys cooking, skiing, off-road motorcycling, and restoring neglected Porsches.

        Brian has enjoyed giving back to his community by providing pro-bono financial planning services though the San Diego chapter of the Financial Planning Association.

        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

            1200 Prospect Street
            Suite 100
            La Jolla, CA 92037
          • Alex Howell

            Alex Howell

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AR
            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • HI
            • IL
            • IN
            • KS
            • MA
            • MI
            • MN
            • MT
            • NC
            • NH
            • NJ
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • TN
            • TX
            • UT
            • VA
            • WA

            Alex earned a B.S. in Business Administration from The Leads School of Business at The University of Colorado. He has worked in the financial services industry since 2005, starting his career at Morgan Stanley and joining UBS in 2008.  He currently resides with his wife and three children in San Diego, CA and has a passion for the markets, golf, skiing, and spending time with his family.

            • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
            • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

                1200 Prospect Street
                Suite 100
                La Jolla, CA 92037
              • Lisa Licini

                Lisa Licini

                Team Administrator

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                • AZ
                • CA
                • WA

                Lisa Licini is the Team Administrator for The Baldwin Group. In addition to managing the team's busy day-to-day operations, she assists clients with their banking and lending needs, online services, and any other client service related issues.  Her career began in 1999 at Morgan Stanley in Newport Beach, California before relocating to San Diego in in 2004. She joined the Baldwin Group in 2006 at Morgan Stanley in La Jolla,  and then later transitioned with the team to UBS in 2008.

                Lisa is a graduate from Northern Arizona University, and currently resides in Escondido, California with her husband.  Outside of work she enjoys spending time with her many pets and various outdoor activities that include horseback riding, hiking, and mountain biking.

                      1200 Prospect Street
                      Suite 100
                      La Jolla, CA 92037
                    • Katie Tschida

                      Katie Tschida

                      Client Associate

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                      • CA
                      • MN
                      • NY

                      Katie Tschida joined The Baldwin Group as a Registered Client Service Associate in 2021. She assists clients with operational needs such as banking, wire transfers, securities and cash transfers, and corporate actions. She began her career at Morgan Stanley in 2017, and then worked on the mutual fund trade desk for LPL Financial. Katie has also worked with Wealth Management Magazine in order to research and publish findings for the top-ranked colleges for financial planning. She is Series 7 and Series 66 licensed.

                      Katie graduated with a bachelor of science degree in Marketing from San Diego State University. She currently resides in La Jolla and spends her time at the beach, reading, and staying active. Above all, Katie enjoys traveling to new places and learning about different cultures. She has been to 24 countries across five continents and is excited to add more to her list.

                            1200 Prospect Street
                            Suite 100
                            La Jolla, CA 92037

                          The Year Ahead - Sustainable Investing

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                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

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