Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, is proud to announce that Gregory Mattacola, Esq., has achieved his CFP® designation from the Certified Financial Planner Board of Standards, Inc. This designation is awarded to individuals who successfully complete the CFP Board’s educational curriculum and then a comprehensive exam. It then requires ongoing education programs to sustain the skills and certification. This formal recognition further positions Mattacola as an expert in the areas of financial planning, taxes, insurance, estate planning and retirement.
In 2018, Mattacola joined the Strategic team where he currently serves as a Lead Advisor and head of the new Rome, NY office located at 1320 Floyd Ave, near the entrance to the Griffiss Business Development Park. Mattacola founded and operated The Mattacola Law Firm for 13 years in Rome with a focus on estate planning, health care and employment law. In the past, he also served as Vice-President/In-house Counsel to Rome Memorial Hospital, and Counsel to Hancock Estabrook, LLP. He is a past Chairman and currently serves as Vice-Chairman of the Rome Area Chamber of Commerce, in addition to numerous other community endeavors.
“We are focused on helping people live great lives. Our approach as a fiduciary is to build lifetime partnerships with consistent service, a straightforward approach and good people,” said Alan Leist, III, CEO of Strategic Financial Services. “We are proud of Greg’s accomplishment and the impact it will have on his ability to carry forward our mission not only as an Advisor but as the leader of our new Rome, NY office,” added Leist.
With Mattacola’s successful completion of his CFP® designation, Strategic is now proud to announce that our firm offers the expertise of 6 CFP®, 4 CFA, 1 ChFC®, 1 CIMA® and 2 C(k)P® designated team members.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 37 wealth management professionals, servicing more than 1,000 clients and managing $1.7 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.
Headquartered in Utica, NY with satellite offices in Albany, Little Falls, Rochester, Rome and Syracuse, Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.