Randy Baldwin
Wealth Management Advisor
Randy has over 30 years of experience in aiding clients in pursuing their financial dreams while minimizing their income taxes. He has experience in taxation with personal returns, business returns, estate, and IRS offers in compromise. LPL Financial does not provide tax preparation services.
This dual focus of taxation and investments allows clients to get the best of both worlds- striving to maximize investment return by generating tax alpha with sound investment strategies.
He founded TeamBaldwin, CPAs in 1999 after spending 20 years at Scott & Baldwin CPA’s. The firm experienced tremendous growth and was purchased by the Professional Solutions Group in 2005.
Paula has been his best friend and wife for over 30 years. Together they have two wonderful children Elizabeth (married and teaching in Rocklin) and Colin who is a graduate from Chico State.
Education & Affiliations:
- B.S. in Accountancy from Northern Illinois University (a minor in Finance)
- CA License #0D49265
- Elder and Treasurer at the Sunrise Community Church.
- Previous officer in the Sacramento 20-30 club
- Previous member of the IRS/Practitioner liaison committee
- Previous Board member of the Roseville Chamber of Commerce
- Former founding Board member of Ardent Faith Ministries.
For Fun:
Hobbies include volleyball, softball, scuba diving, camping, golf, the Kings, and travelling.
