Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, is proud to announce that Melissa Fernalld, has achieved her CFP® designation from the Certified Financial Planner Board of Standards, Inc. This designation is awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. This formal recognition further positions Fernalld as an expert in the areas of financial planning, taxes, insurance, estate planning and retirement.
“Melissa Fernalld is a talented advisor who always prioritizes the needs of her clients,” said Alan Leist, III, CEO Strategic Financial Services. “She embodies our values and mission to serve, grow and help our clients live their best life. We are proud of the growth she has achieved in her time at the firm. It is a direct reflection of her dedication to hard work and passion for ensuring our client’s success,” added Leist.