Strategic Financial Announces Lead Advisor, Laura Powers Receives Chartered Financial Consultant® Designation
Utica, NY, March 10, 2022- Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York based wealth management firm, is proud to announce that Laura Powers, Lead Advisor, has earned her Chartered Financial Consultant® (ChFC®) certification. The ChFC® designation is awarded by the American College of Financial Serves after successful completion of a comprehensive program consisting of financial education, examinations, and practical experiences. The authority to use the mark is granted by the Certification Committee of the Board of Trustees of the American College and is contingent on adherence to a set of ethical guidelines and continuing annual education to sustain the certification.
“This is a significant personal and professional achievement – we are incredibly proud of Laura and her dedication to continual advancement of her career as a Financial Advisor,” said Alan Leist, III, CEO Strategic Financial Services. “When our team members make the commitment to further position themselves as experts in the areas of financial planning, we continue to improve the level of service to our clients and partners and we all grow together,” added Leist.
Powers joined the Strategic team in 2004 and has served in multiple capacities including Administration, Client Services, Retirement Planning and most recently as Financial Advisor on the Wealth Management team since 2015. When asked what motivates her as an Advisor, Powers will tell you, “Two words – helping others. Planning for retirement, a growing family, creating a legacy – whatever the goals may be, I simply want to help others realize and achieve their dreams.”
In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,000 clients and managing over $1.75 billion in assets. Our team collectively celebrates 5 CFP® designations, 5 CFA designations, 1 CIMA® designation and 1 ChFC® designation. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.
Strategic headquarters reside in Utica, NY with satellite offices in Little Falls, NY, Rome, NY, Syracuse, NY, and Troy, NY. 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.
Other stories you may like
Strategic Named 2022 Investment News Best Places to Work
Congratulations Melissa Fernalld, CFP®
Congratulations Mike McGraw!
Announcing the Launch of StrategicOne, Online Client Portal
Strategic Advisors, Pearsall and Accordino, Receive CFP® Designation
Tedone Named 2024 Top Retirement Plan Advisors Under 40