Mattacola Earns Behavior Finance Professional (ABFP®) Designation
Utica, NY, March 24, 2025 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is pleased to announce that Partner and Senior Advisor Greg Mattacola, Esq., CFP® has earned the Accredited Behavioral Finance Professional (ABFP®) designation. This designation equips advisors with a deeper understanding of the psychological factors that influence financial decisions. With this knowledge, advisors can empower clients to make more informed decisions that align with their long-term goals and financial well-being.
“Growth is a core value at Strategic and this professional designation is a perfect example of that,” said Greg Mattacola, Esq., CFP®, ABFP®. “It has expanded my skill set and allows me to serve my clients more comprehensively. Having a deeper understanding of what drives people’s attitudes and decisions about money allows me to guide my clients in a more meaningful way. I am incredibly proud to be a partner in a company that puts such a large emphasis on always improving our expertise,” added Mattacola.
The ABFP® designation program explores the field of behavioral finance, which studies psychological explanations for economic behavior exhibited by individuals, institutions, and nations. This field is devoted to understanding the nature and role of psychological biases, and emotions in influencing financial decision-making. Designed for advanced career financial planners, the program equips advisors to recognize and mitigate client financial behaviors through a blend of classic foundational theory, academic experiments, and real-life situations.
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 and retirement plan professionals, servicing more than 1,200 clients and managing more than $2.3 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.
Headquartered in Utica, NY with satellite offices in Rochester, Syracuse, Rome, Litte 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.
