CG Financial Services (“CG Financial”), a nationally recognized independent wealth management firm, was recognized by Citywire at its conference as one of the fastest-growing registered investment advisors (RIAs), with annual growth of 17.2%. The recognition highlights CG Financial’s growing presence in the RIA marketplace and its commitment to building a modern, scalable platform for advisors and clients.

CG Financial also announced the appointment of Jon Patullo as chief operating officer and chief information officer. In this dual leadership role, Patullo will help guide the firm’s next phase of growth by overseeing operations, technology strategy, advisor platform development, vendor relationships, and enterprise-wide scalability initiatives. Patullo joins CG Financial with nearly 30 years of experience leading operational, technology, and growth initiatives across the RIA industry, including helping build an industry-leading advisor platform at TD Ameritrade. His background in scaling advisory infrastructure, integrating complex technology ecosystems, and improving advisor productivity aligns with CG Financial’s focus on supporting continued client growth, advisor recruitment, and strategic expansion.

“CG Financial’s recognition as Citywire’s fastest-growing RIA is an important milestone in our growth story and a reflection of the trust our clients, advisors, and team members place in this firm,” said Tony Mazzali, CFP, chief executive officer of CG Financial. “As we continue expanding, we are investing in the leadership, technology, and operational infrastructure needed to scale with discipline. Jon’s ability to bridge strategy, operations, and technology aligns perfectly with where CG Financial is headed and we are excited to welcome him to the team.”

CG Financial’s momentum reflects the broader appeal of the independent advisory model, as advisors and clients increasingly seek platforms that offer objectivity, flexibility, personalized guidance, and modern technology. The firm’s continued investment in its advisor platform, service model, and enterprise capabilities is designed to help advisors grow efficiently while maintaining the high-touch experience that defines CG Financial’s client relationships. As the firm expands its national footprint, deepens its advisor platform, and strengthens its operating infrastructure, CG Financial continues to demonstrate that sustained growth can be driven by client-centered advice, scalable resources, and disciplined execution.

In his role, Patullo will focus on strengthening the firm’s operating model, advancing digital capabilities, enhancing advisor workflows, and building scalable processes that support CG Financial’s continued expansion. His experience developing strategic vendor partnerships and deploying business solutions will help the firm reduce complexity, improve service delivery, and create measurable value for advisors and clients.

“CG Financial is at an exciting inflection point,” Patullo said. “The firm has built meaningful momentum by staying focused on its purpose, investing in the advisor experience, and delivering tailored wealth management solutions with a high-touch approach. I am energized by the opportunity to partner with our advisors and team members to strengthen a scalable platform that combines great people, disciplined processes, and best-in-class technology—empowering advisors to grow their practices while helping clients pursue the goals that matter most throughout their lives.”

CG Financial’s recent staffing additions, including the addition of Gino DeRango last year as director of CG Advisor Network, reflects CG Financial’s continued commitment to responsible growth. The firm is focused on scaling in a way that preserves its client-first culture while expanding the resources, systems, and support available to advisors.

For more information about CG Financial Services, go to https://www.mycgfinancial.com/. To learn more about CG Advisor Network, go to https://cgadvisornetwork.com/.

About CG Financial Services

CG Financial is an independent wealth management firm dedicated to helping people achieve lifelong goals. Through tailored wealth management solutions and a high-touch approach, the firm serves individuals, families, business owners, and institutions with comprehensive financial planning, investment management, and wealth advisory services. CG Financial combines personalized guidance with institutional-quality resources to help clients navigate life’s most important financial decisions.

For more information, visit www.mycgfinancial.com.

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