Wade A. Sarkis, CFP®, AIF® Wade A. Sarkis began his financial advisor career in 1987 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in March 1992, and an Accredited Investment Fiduciary® (AIF®) in 2009. He is a Registered Representative (Series 7), a licensed agent for life, health, and accident insurance, and an Investment Adviser Representative of Commonwealth Financial Network®. Wade is also a FINRA Registered Securities Principal (Series 24). He is a graduate of Cornell University. Wade lives in Canandaigua with his wife, Joscelyne, and three sons. He is a member of the Financial Services Institute and serves on several charitable organization boards in his community, including F.F. Thompson Foundation, Inc., and Ontario ARC Foundation, Inc., and the Canandaigua Lake Watershed Association. Wade, also finds time to be Canandaigua Academy's Alpine Ski Coach.
Rusty Barone, CPA, MBA Rusty Barone graduated with a B.S. in accounting from the University of Buffalo in 1990. He received his M.B.A. in finance in 1993 and his CPA license in 1997. In 1998, he joined Barone, Siciliano & Co., where he is currently a partner. In an effort to offer a full array of services to clients of Barone, Siciliano & Co. PC, Rusty became a Registered Representative (Series 62 & 6), a licensed agent for life, health, and accident insurance, and an Investment Adviser Representative of Commonwealth Financial Network®. Rusty lives in Canandaigua with his wife, Laura, and four children. He is a member of the New York State Society of Certified Public Accountants and volunteers his time for various community service projects.
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.
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