Mark Badami is a financial professional at the Center for Wealth Preservation, one of Long Island’s premier insurance and financial planning firms. In this role, he educates and advises individuals and business professionals on pension design, advanced estate planning strategies, and business continuity solutions. Additionally, Mark serves as a key resource in qualified planning for accountants and CPAs affiliated with the National Network of Accountants, a forward-thinking organization dedicated to helping accounting professionals integrate financial planning into their practices.
A 1992 graduate of The State University of New York at New Paltz, Mark earned a degree in finance with minors in economics and political science. Motivated by a deep commitment to service, he proudly enlisted in the United States Marine Corps, where he served his country with honor before receiving an honorable discharge. Following his military service, Mark pursued his passion for financial planning.
Mark has achieved several professional accolades, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Beyond his professional accomplishments, Mark is deeply engaged in philanthropy. He has participated in the Long Island Fight for Charity (2004 and 2010), helping raise over $100,000 for local charities. His community efforts extend to the American Heart Association, where he served on the Annual Heart Ball Gala committee in 2005 and 2007, contributing to fundraising efforts that exceeded $350,000. He remains actively involved and currently sits on the American Heart Association Advisory Council, working to connect high-net-worth individuals with charitable planning opportunities.
Mark has also contributed to the Long Island Elite Charity Masquerade Ball, serving on the committee from 2005 to 2008. This widely recognized event raised more than $1 million for local charities. Additionally, he is a board member of the ASPPA Benefits Council of New York City, an organization focused on pension-related legislative advocacy and providing up-to-date pension information to third-party administrators.
Currently, Mark serves as the Board President of the Financial Planning Association of Long Island (FPA of LI), an organization dedicated to advancing financial planning practices and advocating for professionals in the field. Staying ahead of industry trends and regulatory changes is a fundamental focus of the association.
Mark remains an active presence in Long Island’s business community and has been featured in News 12, Advisor Today, and Long Island Business News for his insights on financial planning.
Focus Areas
•Insurance Strategies
•Business Owners
•LGBTQ+ Financial Planning
•Investment Strategies
Languages
•English
Licensed to sell insurance in AZ, DE, FL, MI, NJ, NY, OH, and PA
Licensed to sell securities in NY, FL, NJ, SC, WA, DE, NC, and OH CRN202805-8670895