Shannon Earns Certified Plan Fiduciary Advisor Designation
Utica, NY, July 22, 2025 – Strategic Financial Services, Inc. (“Strategic”), a leading independent investment management firm based in Central New York, is pleased to announce Associate Advisor, Retirement Plan Division, Shannon Cool has achieved her Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors (NAPA). This designation is a testament to her commitment to excellence and her dedication to staying at the forefront of the retirement planning and participant education industry.
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’re thrilled to see Shannon earn her CPFA designation,” said Greg Tedone, Senior Advisor – Retirement Plans. “With nearly 100 plans and thousands of participants across the country, we’re deeply committed to delivering the kind of expertise and service that can truly make a difference. Supporting the financial wellness of plan participants isn’t just part of the job — it’s central to helping them work toward their retirement goals. Shannon’s continued growth strengthens our ability to guide them with clarity and confidence.”
Strategic’s Retirement Plan Division continues to expand its reach while remaining focused on innovation, participant outcomes, and hands-on support for plan sponsors. In 2025, the Strategic Retirement Plan division surpassed $500M in Assets Under Management.
For more information about Strategic’s Retirement Plan Services, visit Retirement Plan Consulting | 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 more than $2.5 billion in assets; $500 million in Retirement Plan 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.
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