William R. Pagano, CFP®
Financial Consultant







Designations & Licenses
CERTIFIED FINANCIAL PLANNER™ Practitioner, 2008
New York and Florida State Life, Health and Variable Insurance Licensed
FINRA Registrations:
FINRA Series 7 and 66 securities registrations 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
2005 - Present
Financial Consultant
Crossbridge Financial Group
Ontario, NY

2003 - 2005
Financial Planning Assistant
Crossbridge Financial Group
Ontario, NY

2000 - 2005
Financial Analyst
Xerox Corporation
Canandaigua & Webster, NY

Education and Training
SUNY Oswego, 1998, BS, Finance
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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Securities and Advisory Services offered through Commonwealth Financial Network®,
Member FINRA, SIPC, a Registered Investment Adviser.
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