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Greg Mattacola

Esq., CFP®, ABFP® | Senior Advisor, Partner

Enthusiastic, practical and persistent. Passionate about growth. Recovering Attorney of 20+ years.

Greg Mattacola, Esq., CFP, Senior Financial Advisor, Financial Planner: A man with short black hair wearing a blue button down and sport coat. Company headshot photo.

Passionate about providing a superior client experience and growing the company, so that more may benefit from a partnership with Strategic. Greg oversees the Rome, NY office and an advisor team that focuses on individuals and not-for-profit institutions.

Greg has an impressive professional background in which he has provided invaluable leadership and counsel to families, businesses and institutions across New York State. He was the founder of The Mattacola Law Firm, Vice-President/In-house Counsel to Rome Memorial Hospital, and Counsel to Hancock Estabrook, LLP.

Mattacola received a Bachelor of Arts degree, cum laude, from St. Bonaventure University in 1994 with a Dual Major in English and Political Science before receiving his Juris Doctor degree, cum laude, from the State University of New York at Buffalo School of Law in 1998. He has been a multiple time author and featured speaker regarding a variety of legal and financial topics.

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Education
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Behavioral Finance Professional (ABFP®)
  • Juris Doctor, SUNY Buffalo School of Law
  • Bachelor of Arts, St. Bonaventure University

Community Service
  • Center for Leadership Excellence, Board Member

Previous

  • Rome Area Chamber of Commerce, Chairman
  • Rome Hospital Foundation, President
  • Rome Rotary, President

Beneath the Surface

Claim to Fame

Once quoted in the Wall Street Journal and New York Times – neither had anything to do with finance.

Enjoys

Running, CrossFit, Hyrox, and downhill skiing.

Family

Two sons, Masimo/Nico who both make Dad very proud. Wife, Sarah, who runs the show. And our adorable nephew Dominic who can have whatever he wants if Uncle Greg is around.

If it is not right, do not do it; if it is not true, do not say it.

Marcus Aurelius

Latest from Greg

  • Planning Best Practices
    The Hidden Forces Steering Your Financial Path
    November 14, 2024
  • Firm Updates & Advisor Advice
    Choose Your Team Wisely
    July 9, 2021
  • Firm Updates & Advisor Advice
    Cover All Your Bases
    April 13, 2021
  • Firm Updates & Advisor Advice
    Strategic’s Final Four Picks
    March 19, 2021