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Employee Details

J Fitzgerald

Jason Fitzgerald, CFP®
Senior Vice President - Group Manager, Investment Services
585-419-0670 x50628
JFitzgerald@CNBank.com

About

Jason Fitzgerald has over twenty years experience in banking, twelve of which has been with CNB. For the past nine years he has been working with clients to develop and implement personal financial plans. His primary responsibility is that of a trusted advisor, providing clients at any life stage with the tools and information necessary to make educated and informed investment choices to help them achieve their financial goals.

Education

BA Political Science, Bowling Green State University
CERTIFIED FINANCIAL PLANNER™ certificant
Notary Public

Professional

Member, Estate Planning Council of Rochester
Past Member, Kiwanis
Past Youth Mentor with Catholic Charities

Articles

10 Key Tips for Boosting Your Financial Fitness in 2011
A Closer Look at Your Risk Tolerance
Avoiding the Traps of Short-Term Market Volatility
Impacts of the Kodak Bankruptcy on Former Employees and Retirees
Podcast: Enhancing Your Financial Fitness In 2013

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