Aaron J. Randisi, CFP®, CRC®, AIF®
Financial Advisor – Owner | Rochester Location
Professional
Aaron began his career in the financial services industry with Paychex, Inc. in 2005. In 2015, he joined Crossbridge Financial Group and was named a Partner in 2021. Aaron now has more than 15 years in the retirement industry and has completed the CFP® certification curriculum through the American College of Financial Services®. He went on to achieve the CERTIFIED FINANCIAL PLANNER® designation in April 2021. Aaron has also achieved the Certified Retirement Counselor® (CRC®) designation from the International Foundation for Retirement Education and holds the Accredited Investment Fiduciary® (AIF®) designation. Aaron received his BS from SUNY Brockport in 2005 and holds FINRA Series 7 and 66 securities registrations. He is licensed for health and variable life insurance in New York.
Personal
Aaron was born and raised in Webster, NY and still lives there today with his wife, Jenna, and their three children: Charlie, Natalie, and Audrey. Aaron loves to be with his family. In his free time, you will find him coaching baseball or watching his daughters cheer competitions.
Financial Advisor
arandisi@crossbridgefinancial.com