Mark Beardi is a financial advisor with SY Associates Clear Focus. As a CERTIFIED FINANCIAL PLANNER™ certificant, he helps clients to develop comprehensive financial plans focused on the achievement of clearly defined goals and objectives. He has expertise in retirement and college planning, investment advisory strategies and insurance implementation.
Mark operates under the fiduciary standard in his role as an investment advisor and financial planner. Mark received his Bachelor of Science degree in Applied Economics and Business Management from Cornell University in 1994 and he earned an MBA in Finance from the Wharton School of the University of Pennsylvania in 2001. After completing the education requirements through the American College of Financial Services and passing the CFP® examination, Mark became a CERTIFIED FINANCIAL PLANNER™ professional in April of 2018.
Experience: Investments, Insurance (Life, Disability, Long Term Care), College Planning, Retirement Planning, Estate Planning, Tax Planning
Securities Licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities State Law Examination)
Insurance Licenses: Life Accident & Health