UTICA, N.Y. — Strategic Financial Services, Inc., an independent wealth-management firm based in Utica, recently announced that Gregory Mattacola, has achieved his CFP designation from the Certified Financial Planner Board of Standards, Inc. This important industry credential is awarded to individuals who successfully complete the CFP Board’s educational curriculum and then a comprehensive exam. It […]
UTICA, N.Y. — Strategic Financial Services, Inc., an independent wealth-management firm based in Utica, recently announced that Gregory Mattacola, has achieved his CFP designation from the Certified Financial Planner Board of Standards, Inc.
This important industry credential 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. The CFP designation further positions Mattacola, who is also an attorney, as an expert in the areas of financial planning, taxes, insurance, estate planning, and retirement, Strategic Financial said in a news release.
In 2018, Mattacola joined the Strategic Financial team, where he currently serves as a lead advisor and head of the firm’s new Rome 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 VP/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.
With Mattacola’s successful completion of his CFP designation, Strategic now has six CFPs. In business since 1979, Strategic has a team of nearly 40 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.
In addition to its Utica headquarters office, Strategic Financial has satellite offices in Albany, Little Falls, Rochester, Rome, and Syracuse.
