Mark Balasa, CPA, CFP®

Retired

Mark Balasa, CPA, CFP® is a retired financial professional with an extensive career in wealth management and financial planning. He is the retired founder of BDF LLC, a financial services firm based in Itasca, Illinois.1

Career Highlights

Mark's career spans over three decades in the financial industry. He co-founded Balasa Dinverno & Foltz (now BDF LLC) in May 1989 and served as an owner until his retirement in August 2021.1 During his tenure at the firm, he held key roles:

Chief Investment Officer
Oversaw the firm's technology
Worked directly with select clients

Education and Certifications

Mark's educational background and professional certifications include:

BSBA with a major in Accounting from Central Michigan University (1979-1980)
Master of Science in Financial Planning from the College of Financial Planning (1992-1994)
Certified Public Accountant (CPA) certification obtained in January 1983
Certified Financial Planner (CFP) designation earned in January 19861

Professional Recognition

Throughout his career, Mark has received several accolades for his expertise in financial planning:

Named one of the Top 100 Planners in the Country by Mutual Funds magazine
Recognized as a Best Financial Advisor by Robb Report Worth magazine
Listed among the 150 Top Financial Advisors by Medical Economics
Awarded Five Star Wealth Manager status by Chicago Magazine for five consecutive years (2012-2016)1

Mark Balasa's LinkedIn profile reflects his accomplished career in financial planning and wealth management, showcasing his expertise and the recognition he has received in the industry.