Greg Pilato, CRPS®
Vice President, Retirement Plan Consultant, Wealth Advisor
(585) 419-0670 x57712
[email protected]
Greg Pilato, CRPS®
Vice President, Retirement Plan Consultant, Wealth Advisor
(585) 419-0670 x57712
[email protected]Greg joined CNB Wealth Management in 2018 as Vice President, Retirement Plan Consultant,
Wealth Advisor. In his role, he is responsible for promoting 401(k) service offerings and
managing existing 401(k) client relationships, as well as individual 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.
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
UB Alumni Association, Member
Friends of the Roc City Skatepark, Inc., Director of Operations
Fairport Skatepark Campaign Initiative, Member