William R. Pagano, CFP®, AIF®
Bill held several finance positions, including six years with Xerox Corporation, before joining Crossbridge Financial Group in 2003. Bill joined Crossbridge in order to offer truly independent financial advice to his clients, while also being a part of an established, highly respected, locally owned and controlled financial services firm. In early 2013, he moved his practice to the main Crossbridge Financial Group office in the Linden Oaks Office Park in Penfield and in June 2014 became a partner of the firm.
Bill has been a CERTIFIED FINANCIAL PLANNERTM professional since 2008 and an Accredited Investment Fiduciary® designee since 2011. He holds FINRA Series 7 and 66 securities registrations and is licensed for health and variable life in New York and Florida, as well as certified in New York State long-term care insurance. He is an active member of the Financial Services Institute. He has a BS in finance from the State University of New York at Oswego.
A native of Ontario, New York, Bill lives in Penfield with his wife, Lisa, and daughters Brooklyn and Bristol. In his free time, Bill enjoys reading, playing golf, and traveling with his family.