John Baldi Email & Phone Number
Owner
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John Baldi Location
- Hauppauge, NY, US
John Baldi Work
- 2013 -now Owner @ John A. Baldi MBA, PFS, CPA
- 2005 -2015 Board member @ FPA long island
- 2005 -2015 Board member @ FPA long island
- 2005 -2013 Independant Financial planner and income taxes @
- 2005 -2013 Indepenant Financial advisor @ Castle Financial Advisers
- 2006 -2012 Board member @ Financial planning assocciation of long island
- 1996 -2010 Head Usher @ St Patrick's Church Smithtown
- 1982 -2010 Owner @ John A Baldi CPA
- 2000 -2005 CFO - Technology group @
- 2000 -2005 VP @
- 2000 -2005 IT CFO @ Chase Cardmember Services
- 2004 -2005 Financial Advisor and CPA @ Chase Auto
- 2000 -2004 IT CFO @ JPMorgan Chase - Cardmember Services
- 1997 -2000 IT CFO @ Publsihers clearing house
- 1987 -1997 Financial Analyst @
- 1982 -1988 Staff accountant @ MHT
- 1982 -1987 financial manager @ Chemical Bank
- 1982 -1987 Staff Accountant @ Manny Hanny
John Baldi Education
- Long Island University, C.W. Post Campus
(Financial planning)
1994-2012 - Dowling College
MBA (MBA, Business and finance)
1982-1985 - Dowling College
BS - accounting (BS - accounting, Accounting & Business)
1980-1982 - St Anthony's
John Baldi Skills
- IRAs
- Personal Finance
- Health Insurance
- Financial Planning
- Series 7
- Life Insurance
- Investment Strategies
- Leadership
- Fixed Annuities
- Mutual Funds
- Long Term Care
- Mergers and Acquisitions
- Pensions
- Project Management
- Financial Risk
- Asset Management
- Financial Services
- Investments
- Small Business
- Asset Allocation
- Portfolio Management
- Risk Management
- 401k Retirement Savings Plans
- Wealth Accumulation
- Personal Financial Planning
- Asset Managment
- Strategic Financial Planning
- Wealth Management
- Securities
- High Net Worth Individuals
- Strategic Planning
- Disability Insurance
- Insurance
- 401k
- Wealth Management Services
- Finance
- Financial Advisory
- Credit
- Retirement
- Estate Planning
- Retirement Planning
- Tax
- Equities
- Alternative Investments
- Investment Advisory
- Series 63
- Financial Planners
- 401 Retirement Savings Plans
John Baldi Summary
- John Baldi, based in Hauppauge, NY, US, is currently a Owner at John A. Baldi MBA, PFS, CPA. John Baldi brings experience from previous roles at FPA long island, Castle financial Advisors and Castle Financial Advisers. John Baldi holds a 1994 - 2012 Long Island University, C.W. Post Campus. With a robust skill set that includes IRAs, Personal Finance, Health Insurance, Financial Planning, Series 7 and more.
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