Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is pleased to announce the recent success of Lead Advisor, Curt Pearsall and Associate Advisor Nick Accordino in attaining their Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards, Inc. This designation is a testament to their commitment to excellence and their dedication to staying at the forefront of the financial 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 Pearsall and Accordino as experts in key areas, including financial planning, taxes, insurance, estate planning, and retirement.
Curt Pearsall and Nick Accordino bring a wealth of expertise to their roles at Strategic Financial Services. Pearsall previously served as Chief Financial Officer for local Not-for-Profit, Upstate Cerebral Palsy; the culmination of more than 2 decades as an accounting and financial professional. His background uniquely positions him to support our growing Institutional Management business as well as our growing list of private wealth management clients.
Nick Accordino joined Strategic earlier this year after a successful nine – year career in development for local Utica University. There, Accordino worked with staff, alumni and the community in a crucial mission to increase access and affordability for Utica Students and continue to position Utica as a leader in higher education. In that work, Accordino was inspired by working with generous donors whose philanthropy was made possible by prudent financial planning.
“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 Curt and Nick for their remarkable achievements, which further solidify our commitment to delivering unparalleled service and expertise to our clients,” Leist added.
Curt Pearsall and Nick Accordino’s successful completion of the CFP® designation aligns seamlessly with Strategic Financial Services’ vision for the future. The firm remains steadfast in its commitment to providing clients with the highest level of financial planning services, and this achievement underscores the team’s dedication to continuous learning and professional growth.
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 $1.8 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.
Headquartered in Utica, NY with Satellite offices in Little Falls, Rochester, Rome, Syracuse 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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