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Matthew Blancovich

Client Service Specialist

Client Service Team

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The Orchestrator

Ambitious, optimistic, and inspiring. A dedicated financial services professional and team catalyst with a laser focus on client service and advisor support.

Background

As a Client Service Specialist, Matt is responsible for day-to-day account maintenance and general client service support. Matt has two undergraduate degrees, the first is a Bachelor of Science in Business Administration from SUNY Buffalo State and the second is a Bachelor of Arts in Philosophy. Matt is currently working to become a CERTIFIED FINANCIAL PLANNER™ – CFP® professional.

Prior to joining Strategic in 2017, Matt was a licensed insurance agent with Liberty Mutual Insurance helping families with car, home, and life insurance.

Credentials

  • Financial Paraplanner Qualified Professional™ (FPQP™)
  • New York State Life, Accident and Health Insurance Agent
  • New York State Property & Casualty Insurance Agent
  • BS, Business Administration and Management, SUNY Buffalo State
  • BA, Philosophy, SUNY Buffalo State
  • AS, Liberal Arts and Sciences, General Studies and Humanities

Community Service

  • Volunteer – First Presbyterian Church – Community Thanksgiving Dinner Delivery

Areas of Specialty

  • Client Service & Advisor Support

    Client Service & Advisor Support

Beneath the Surface

  • Claim to Fame…

    Hit back-to-back homeruns in the 2004 Ed Hinko Championship Baseball Game.

  • Enjoys

    Traveling, having fun with family and friends, home improvement projects, continuous learning, philosophy, networking and being a husband.

  • Family

    Matt and his wife were both born and raised in Utica, N.Y. They love the area and are planning a new home purchase, children, and a dog for the future.

I’m enough of an artist to draw freely on my imagination. Imagination is more important than knowledge. Knowledge is limited. Imagination encircles the world.

Walter Isaacson, Einstein: His Life and Universe