Gerald J. Randisi, CFP®









Designations & Licenses
CERTIFIED FINANCIAL PLANNER™, 1989
New York and Florida State Life, Health and Variable Insurance Licensed
FINRA Registrations:
NASD Series 6, 7, 22, 24, 51, and 63 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, Managing Principal
Crossbridge Financial Group LLC
Rochester, NY

1988 - 1997:
District Manager, Senior Financial Advisor
American Express Financial Advisors, Inc.
Rochester, NY

1983 - 1988:
Senior Financial Advisor
American Express Financial Advisors, Inc.
Rochester, NY

Professional Associations
Financial Planning Association

Professional Contributions
Co-Host: The Crossbridge Financial Hour (weekly radio show on 1180 WHAM)
Co-Chair: O'Chocolat!, a charitable fundraiser sponsored by Crossbridge Financial Group

Community Service
Webster Kiwanis, Board Member
Webster Kiwanis, Member
Clive Bubb Memorial Golf Tournament, Chairman
Webster Athletic Association, Past Board Member, Past Coach

Education and Training
College for Financial Planning, 1989
Business Administration Degree, 1975
Comprehensive training in financial planning and financial products
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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