Congratulations Ben Petell, CFP®
Utica, NY, August 6, 2025 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is pleased to announce that Ben Petell has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Petell joined Strategic in 2021 and currently serves as an Associate Advisor, supporting client relationships with high-quality planning and investment guidance. The CFP® designation is recognized as the standard of excellence in the financial planning industry and requires rigorous coursework, a comprehensive exam, and several years of experience in the field.
“Ben’s achievement is a testament to his dedication and growing leadership within the firm,” said Greg Mattacola, Esq., CFP®, Senior Advisor. “It takes a tremendous amount of discipline and focus to earn the CFP®, and this step reinforces Ben’s commitment to delivering clarity and confidence to the clients we serve.”
A native of Central New York, Petell holds a B.S. in Finance from St. John Fisher University. Outside of work, he enjoys golfing, skiing, and spending time with his family.
Strategic now has 13 CFP® professionals on its advisory team, further deepening the firm’s planning expertise for the benefit of the individuals, families, and businesses it serves.
To learn more about Ben, visit his bio page: Ben Petell | Strategic Financial Services
About Strategic Financial Services
In business since 1979, Strategic has a team of over 40 professionals, servicing more than 1,250 clients and managing $2.5 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.
Headquartered in Utica, NY with Satellite offices in Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL. 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.
