"Our relationships with our clients are based on trust—the confidence that we act in our clients’ best interests."
As managing partner of RFG Associates, Mark makes certain that the organization delivers the investment strategies, products, and services necessary to help our clients meet their financial goals. Mark spends most of his time meeting face-to-face with clients, providing financial, retirement and investment advice. He also interacts regularly with money managers, employee benefits specialists, and insurance company representatives who assist in our investment and employee benefits strategies.
Mark is a graduate of Rochester Institute of Technology with a BS in business administration. He is a member of the Financial Planners Association and a variety of other organizations related to financial services. He received his CLU® and ChFC® designations from the American College in 1991. He also earned his CERTIFIED FINANCIAL PLANNER® certification from the Institute of Certified Financial Planners in 1997. Mark is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®. He is also an Investment Advisor Representative offering additional financial planning and asset allocation services outside of RFG Associates.
Outside of work, Mark enjoys all types of sports, including golf and running, travel, and family activities. Mark and his wife, Kelly, live in Honeoye Falls and have two sons.
Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Mark Andrew Paganelli are separate and unrelated to Commonwealth.