Utica, NY, September 7, 2023– Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, is proud to announce that Kyle Dempster has achieved his CFP® designation from the Certified Financial Planner Board of Standards, Inc. This designation is awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. This formal recognition further positions Dempster as an expert in the areas of financial planning, taxes, insurance, estate planning and retirement.
Dempster joined the Strategic Team in 2020 following a six-year career as a Financial Aid Counselor at Utica University. It was there that he first developed his passion for helping individuals achieve their goals through smart and strategic financial planning. He holds a Bachelor of Science in Mathematics from Roberts Wesleyan University and in 2018, Dempster received his Master of Business Administration degree from Utica University.
“We are focused on helping people live great lives. Our approach as a fiduciary is to build lifetime partnerships with consistent service, a straightforward approach, and good people,” said Alan Leist, III, CEO of Strategic Financial Services. “We are proud of Kyle’s commitment to continued development and the impact it will have on our client’s success.” added Leist.
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 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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