Gerald J. Randisi
 

 

Financial Advisor - Managing Principal

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Office Locations: Rochester

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Gerald J. Randisi, CFP®

Professional

Jerry is a Webster, New York, native. He attended Holy Trinity Grammar School and Webster High School. As a teen, Jerry worked for his father in the family bakery business. He worked his way through college, graduating with a degree in business administration.

In 1983, Jerry began his career at IDS Financial Services, which eventually became Ameriprise Financial. While there, he was a Mercury Award winner and Gold Team manager and became a district manager with 23 financial advisors reporting to him. Jerry was responsible for training many of the most successful planners at the firm, and he managed the third-largest district in the nation.

In early 1997, along with his partners, Jerry formed Crossbridge Financial Group, LLC, in order to provide a truly independent and comprehensive approach to financial planning. Crossbridge Financial Group believes that, in order to provide world-class service and guidance, an investment professional should be free from the influences present at many of the traditional Wall Street firms. He has consistently been recognized as a top-level producer, ranking in the top 10 percent of independent advisors associated with Commonwealth Financial Network®, an independent broker/dealer. Jerry is the managing principal at Crossbridge Financial Group.

Jerry has been a CERTIFIED FINANCIAL PLANNERTM professional since 1989. He is licensed in 40 states, holds FINRA Series 6, 7, 22, 24, 63, and 65 securities registrations as a Registered Representative of Commonwealth Financial Network. Jerry is also licensed for health and variable life as well as certified in NYS long-term care insurance. He is an active member of the Financial Services Institute.

Personal

Jerry lives in Webster with his wife, Denise. They have three children: Andrew (Elizabeth), Kristina (Daryl Barth), and Aaron (Jenna); and six grandchildren: Jimmy, Jerry, Charlie, Camryn, Natalie, and Audrey.  Jerry is active in the Webster community: he is treasurer of Webster Kiwanis, former Kiwanian of the Year Award recipient, and head of the Clive Bubb Memorial Golf Tournament.  He was an active WAA baseball coach for many years and now enjoys watching his grandchildren learn the sport.  In his free time, Jerry enjoys golfing, reading, and gardening.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.