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Jessica F

CFP®, Series 63

Pittsford, NY

The AmeriFlex Group

Jessica Ferrindino is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior experience includes roles at Cambridge Investment Research, Commonwealth Financial Network, Montage Wealth Management, and OSAIC. She is also a member of the Fairport Rotary Club, where she volunteers. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Christine L

Series 63

Pittsford, NY

The AmeriFlex Group

Christine Lane is a financial advisor at The AmeriFlex Group with 33 years of industry experience. She holds a Series 63 designation and has worked at firms including Commonwealth Financial Network, Montage Wealth Management, Tompkins Trust Company, and LPL Financial. Lane serves as a committee member and volunteer at the Mary Cariola Center. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of 172 investment adviser representatives. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and both wrap and non-wrap solutions.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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John B

Series 63, Series 65

Pittsford, NY

The AmeriFlex Group

John Bleier Jr. is an investment advisor representative at The AmeriFlex Group with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Commonwealth Financial Network, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of his advisory role, he is the founder and brand ambassador of the Bleier Bourbon Project. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Charles C

Series 63, Series 65

Pittsford, NY

The AmeriFlex Group

Charles Constantino II is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior firms include Commonwealth Financial Network, Montage Wealth Management, and Penn Mutual Life Insurance Company. Outside of advising, he is involved in insurance and benefits as well as owning a real estate management business. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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