Charlene S. Johnson, CPC

Your Financial Professional

Charlene S. Johnson has over 26 years in the financial services industry. Charlene joined Canandaigua National Bank & Trust in 2010, as a Retirement Services Officer. Charlene is responsible for all aspects of retirement plans including consulting, plan documents, compliance, 5500’s and has a strong background in ERISA law.

Prior to joining CNB, Charlene served as an Account Manager for First Niagara Benefits Consulting. Her previous experience includes over 10 years at EPIC Advisors, Inc, a nationally recognized, full service recordkeeping firm headquartered in Rochester, N.Y., serving in various capacities. Charlene began her career at Rochester Community Savings Bank and worked her way up to Assistant Branch Manager.

Professional & Civic Affiliations

Department of the Treasury- Internal Revenue Service
    Enrolled Retirement Plan Agent (ERPA)

American Society of Pension Professionals and Actuaries (ASPPA)
    Certified Pension Consultant (CPC)
    Qualified Pension Administrator (QPA)
    Qualified 401(k) Administrator (QKA)
    Qualified Plan Financial Consultant (QPFC)
    Tax-Exempt & Governmental Plan Consultant (TGPC)

Education & Licenses

Monroe Community College, A.A.S., Business Administration
Roberts Wesleyan College, B.S., Organizational Management