Mark A. Gajowski II
Mark focuses his practice on successful families, business owners and near-retirees where he feels he can make a substantial impact in the quality of their lives. Mark and his team take pride in providing independent and comprehensive process-based advice customized around their client’s values, goals and needs, often in conjunction with an expert-network team of affiliated professionals (attorneys, insurance, tax, business consultants and risk managers).
Mr. Gajowski has also served in a court of law as an expert financial witness and has appeared in several National periodicals including the Dow Jones Investment Advisor, where he was highlighted in the February 2004 cover story, “Fresh Faces in Financial Planning”. In 2008, he was honored as recipient of the Long Island Business News’s 40/40 Award – recognizing the top 40 achievers on Long Island, under the age of 40. In 2013 he was selected to the exclusive 8th Cohort for the Goldman Sachs/Babson College-10,000 Small Business Program, the nation’s premier entrepreneurial coaching program. Additionally, his company, MAGII, was a finalist for the HIA-LI Small Business Achievement Award in the fall of 2013 & 2014. Most recently, MAGII was recognized by Long Island Business News as the inaugural recipient of the 2015 Top Financial Advisors: Home Grown Team Award. A sought after speaker, he frequently lectures on areas in his field, and provides continuing professional education (CPE) credits to other professionals.
A graduate of C.W. Post – Long Island University’s Certification Program in Financial Planning and Dowling College, where he attained his BBA in Finance with High Honors. Mark is a Chartered Life Underwriter® (CLU®) designee from the American College and is certified by The Certified Financial Planner Board of Standards to use the professional certifications CFP® and Certified Financial Planner®, and was in the youngest 2% to ever receive this designation. Mr. Gajowski holds several securities licenses (FINRA Series 7, 63 and 24) with American Portfolios Financial Services, Inc. and is an Investment Advisor Representative (FINRA Series 65) with American Portfolios Financial Advisors, Inc. In addition, he holds Life, Accident and Health Insurance licenses in several states. Further he holds the Certified Employee Benefits Specialist® (CEBS®) designation through the IFEBP and Wharton School at U.Penn, as well as the Accredited Investment Fiduciary® (AIF®) designation through the Center for Fiduciary Studies.
Mark believes that his career is about service, and service has always been a big part of his life. He donates his time as a volunteer baseball coach, a fireman in the Riverhead Fire Department, and is an active donor for Long Island Blood Services, donates personal and staff time to the Long Island Cares Food Bank and is a strong supporter of the Multiple Sclerosis Foundation / MS Hope for a Cure. Mark lives where he grew up, on the scenic North Fork of Long Island, with his lovely wife and three beautiful children.