Brett Baffa brings over two decades of financial expertise and a profound commitment to service to his role as a Financial Services Professional with the Center for Wealth Preservation.
After attending Lynn University and Suffolk County Community College, Brett built an impressive 20+ year career beginning at AG Edwards, where he graduated top of his class from the College of Financial Planning and earned his AAMS designation. His journey continued through AIG, New York Life, and Guardian Life, where he specialized in advanced planning for business owners, including split premium financing, key person buy-sell agreements, and pension strategies.
Brett's experience spans across many areas of financial services. At New York Life, he earned both the Annuity Champion Award and Long-Term Care Sales Award. His technical expertise led him to collaborate with Morningstar Advisor Workstation developers, creating portfolio comparison tools that enhanced client service industry-wide.
What truly sets Brett apart is his deep commitment to service beyond finance. A Taekwondo black belt who has mentored countless young people, Brett has also helped build over 12 churches and schools while participating in missions that fed more than 750,000 people worldwide—from remote Mexican jungles to Port-au-Prince, Haiti.
Brett’s passion lies in delivering unmatched professionalism and expertise to help individuals and business owners build secure retirement plans. When not serving clients, he enjoys early-morning runs, hiking with his dog Gizmo, and cycling at sunrise on Dune Road or West Meadow Beach.