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News/August 16, 2019

Servadio Earns CFP Certification

(Utica, NY), (September 13, 2019) – Francesca Servadio, CFP®, an Advisor on Strategic’s wealth management team, has been authorized by to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP® Board certification requirements.

“I am thrilled to have earned the distinction of becoming a CFP certificant after completing the education, examination, experience and ethical requirements set forth by the CFP Board. I look forward to applying everything I have learned to further my career with Strategic as it represents my commitment to better serve our clients.”

The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

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