Greg Badowski, CPA, CFP®

Senior Tax & Wealth Advisor, Managing Director

Cleveland, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER® professional1
  • Certified Public Accountant
  • Member of the American Institute of Certified Public Accountants

 

Work Experience

  • Joined MAI in 1994 with more than 25 years of tax management and consulting experience
  • Responsible for comprehensive wealth and tax planning for clients living and working around the globe
  • Works with professional golfers, tennis players, team athletes, broadcasters, and corporate executives
  • Manages his clients’ financial affairs including income tax planning and compliance, investments, insurance, estate planning, and financial planning
  • Was a Senior Tax Consultant and was a member of the Executive Financial Counseling Team for Deloitte & Touche, where he worked on the interpretations and application of federal, state, and local income tax laws relative to corporations, partnerships, and individuals. While at Deloitte

 

Life Outside of MAI 

  • A recurring guest speaker for the Case Western Reserve University Sports Management class

 

Education

  • Case Western Reserve University, BS in Accounting

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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