Shannon Cool, associate advisor of retirement plans at Strategic Financial Services in Utica, has earned the certified plan fiduciary advisor (CPFA) designation. A CPFA is a financial professional who demonstrates expertise and experience working with retirement plans, including 401(k)s, 403(b)s and other defined-contribution plans. CPFAs can help their clients objectively review their financial status, identify potential concerns, and recommend the appropriate solutions for addressing these retirement matters. “We’re thrilled to see Shannon earn her CPFA designation,” said Greg Tedone, Senior Advisor – Retirement Plans. “With nearly 100 plans and thousands of participants across the country, we’re deeply committed to delivering the kind of expertise and service that can truly make a difference. Supporting the financial wellness of plan participants isn’t just part of the job — it’s central to helping them achieve real retirement outcomes. Shannon’s continued growth strengthens our ability to guide them with clarity and confidence.” In 2025, the Strategic Retirement Plan division surpassed $500 million in assets under management.
