Elizabeth A. Thorley, MS, CFP®, CLU










Designations & Licenses
Chartered Life Underwriter, 2001
CERTIFIED FINANCIAL PLANNER™, 1991
New York, California and Ohio State Life, Health and Variable Insurance Licensed
Certified, New York State Partnership for Long Term Care Insurance
NASD Registrations:
FINRA Series 6, 7, 63, and 65 securities licenses as a Registered Representative and Investment Adviser Representative with/and offering securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.


Business Experience
1997 - Present:
Financial Advisor | Owner
Crossbridge Financial Group LLC
Rochester, NY

1987 - 1997
Senior Financial Advisor
American Express Financial Advisors, Inc.
Rochester, NY

1985 - 1987
Research Analyst
Board of Governors of Federal Reserve System
Washington, DC

Professional Associations
Financial Planning Association
Estate Planning Council of Rochester

Community Service
The Community Foundation, Finance and Professional Advisor Committee
Locust Hill Country Club, Finance Committee and Women's Golf Chair
Southeast YMCA, Advisory Board
FBH Caring Ministries Adult Care Facility Board

Education and Training
College for Financial Planning, Master of Science-Personal Financial Planning, 2006
University of Denver, BA, Economics, Public Affairs, 1985
Strict adherence to continuing education requirements of the CFP™ Board to stay current with developments in the financial planning profession and better serve clients.

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