About

Charlene S. Johnson has over 26 years in the financial services industry. Charlene joined Canandaigua National Bank & Trust in 2010, as a Retirement Services Officer. Charlene is responsible for all aspects of retirement plans including consulting, plan documents, compliance, 5500’s and has a strong  background in ERISA law.

Prior to joining CNB, Charlene served as an Account Manager for First Niagara Benefits Consulting. Her previous experience includes over 10 years at EPIC Advisors, Inc, a nationally recognized, full service recordkeeping firm headquartered in Rochester, N.Y., serving in various capacities. Charlene began her career at Rochester Community Savings Bank and worked her way up to Assistant Branch Manager.

Education

Monroe Community College, A.A.S., Business Administration
Roberts Wesleyan College, B.S., Organizational Management

Professional

Department of the Treasury- Internal Revenue Service 
    Enrolled Retirement Plan Agent (ERPA)

American Society of Pension Professionals and Actuaries (ASPPA) 
    Certified Pension Consultant (CPC) 
    Qualified Pension Administrator (QPA) 
    Qualified 401(k) Administrator (QKA) 
    Qualified Plan Financial Consultant (QPFC) 
    Tax-Exempt & Governmental Plan Consultant (TGPC)