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April 24, 2024

Gaffney, Hearty and Storsberg Earn Industry Designations

Utica, NY, April, 2024 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is pleased to announce the recent success of three dedicated team members. Lead Advisor, Connor Gaffney and Financial Planning Specialist, Justin Hearty have attained their Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards, Inc. Additionally, Associate Advisor, Retirement Plan Division, Jake Storsberg has achieved his Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors (NAPA). These designations are a testament of their shared commitment to excellence and their dedication to staying at the forefront of the financial planning and retirement planning industry.

The CFP® designation is awarded to individuals who successfully complete the CFP Board’s rigorous initial exams and engage in ongoing annual education programs to enhance and maintain their skills and certification. This formal recognition positions Gaffney and Hearty as experts in key areas, including financial planning, taxes, insurance, estate planning, and retirement.

A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans, including 401(k)s, 403(b)s and other defined contribution plans. CPFAs can help their clients objectively review their financial status, identify potential concerns, and recommend the appropriate solutions for addressing these retirement matters.

“We are dedicated to empowering individuals to lead financially successful lives. As a fiduciary, our mission is to help people live great lives, starting with a strong financial foundation through consistent service, a straightforward approach, and a team of good people,” stated Alan Leist, III, CEO of Strategic Financial Services. “We celebrate Connor, Justin, and Jake for their outstanding achievements, which further solidify our commitment to delivering unparalleled service and expertise to our private wealth management and retirement plan clients” Leist added.

For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com .

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 $2 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Service 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 and regional leader in wealth management, retirement plans and institutional service. While successfully growing from established roots, Strategic continues to expand its geographic footprint and influence across the northeast and throughout the United States.

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