John Baldi, MBA, CPA®, PFS
With over four decades of experience in the financial services industry, John Baldi brings a wealth of knowledge and expertise to his clients. A Certified Public Accountant (since 1997) and a Personal Financial Specialist (PFS) certified by the AICPA, John combines deep financial insight with a commitment to personalized service.
John earned his Bachelor of Science in Accounting and an MBA in Business from Dowling College. His diverse career includes senior roles such as IT CFO at NatWest Bank, Fleet Bank, Publishers Clearing House, Chase Credit Card, and Chase Auto. Today, he operates as an independent financial advisor with offices in Hauppauge, NY—his wealth management office is located on Adams Avenue, while his tax practice is on Motor Parkway.
In addition to being a registered representative of Cambridge Investment Research, John holds Life, Accident, and Health insurance licenses. He is an active member (and former member) of esteemed organizations such as the Financial Planning Association (FPA), Long Island Tax Institute, AICPA, NATP, and NCCPAP. John has also been a regular speaker at the NCCPAP Annual Tax Symposiums, showcasing his thought leadership in the field.