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Employee Details

G Pilato

Greg Pilato, CRPS®
Vice President, Retirement Consultant
(585) 419-0670 x57712
[email protected]

G Pilato
Greg Pilato, CRPS®
Vice President, Retirement Consultant
(585) 419-0670 x57712
[email protected]

About

Greg joined CNB Wealth Management in 2018 as Vice President, Retirement Consultant. In his role, he is responsible for promoting 401(k) service offerings and managing existing 401(k) client relationships. Greg provides retirement plan clients with consultation on plan design and plan
enhancements, as well as educating plan participants.

Greg lives in Fairport, NY with his wife and two children.

Education

B.A., University at Buffalo
Chartered Retirement Plan Specialist (CRPS®)
Accredited Wealth Management Advisor®
FINRA Series 7, 6, 63
New York State Life, Accident, and Health Insurance Licensed

Professional

UB Alumni Association, Member
Friends of the Roc City Skatepark, Inc., Director of Operations
Fairport Little League, Assistant Coach

Articles

401(k) Retirement Plans for Small Business
Podcast: Unpacking The SECURE Act - What it is & What it Means for Your Retirement Future

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