Providence, RI—(October 1, 2026) – StrategicPoint Investment Advisors, a RIA based in Providence, RI, announced that Kristina M. Mello, MBA earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College. Ms. Mello will continue to advise clients on a broad range of topics including financial planning, wealth accumulation and estate planning, life and health insurance, investments and retirement planning. The expansion of Ms. Mello’s professional designation is another example of StrategicPoint’s continuous investment in talent development and client services improvement.
Since joining the firm in 2018, Ms. Mello has been providing financial planning and investment advice to new and existing clients. Ms. Mello also holds the FINRA Series 65 license, as well as RI, MA, CA, FL and PA Life and Health Insurance Producers Licenses.
Candidates for the ChFC® designation must complete a minimum of eight courses and twenty-one hours of supervised examinations, as well as stringent experience and ethics requirements. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients.
“We couldn’t be prouder of Kristina’s commitment to excellence and dedication to her clients. Kristina’s earning of the ChFC® designation demonstrates the proficiency with which she approaches financial planning and the personalized advice she shares with her clients.”
said Richard J. Anzelone, Managing Partner and CCO of StrategicPoint Investment Advisors.
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About StrategicPoint Investment Advisors
StrategicPoint is an independent wealth management firm, focused on providing financial planning and investment management for individuals and families. Our goal is, and always has been, to provide personalized advice tailored to meet your needs while keeping your best interests top of mind. You can follow the latest StrategicPoint thinking through our weekly e-mails, blog postings and wealth management newsletters covering timely and relevant investment management and financial planning topics at www.strategicpoint.com.
CONTACT:
Laura Bard, Marketing Manager, StrategicPoint Investment Advisors
(401) 273-1500 Lbard@strategicpoint.com