Certified Financial Services

Certified Financial Services Employee Directory

Financial ServicesUnited States201-500 Employees

Our mission is to use our innovative skills and financial knowledge to help you and those important to you enjoy financial confidence, balance, and prosperity. We work diligently to create the proper strategies that optimize your wealth-building potential and financial well-being. By taking a holistic approach into your financial world, we offer an array of specialized services that will address all your needs and give you new opportunities. The Living Balance Sheet® is an electronic wealth organizational platform that we use to help you take those appropriate actions to achieve your desired results. Certified Financial Services LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ: 52 Forest Avenue Paramus, NJ 07652, ph# 201.843.7700. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2023.  By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation.

Find Certified Financial Services employees' phone numbers or email addresses

Certified Financial Services Global Highlights

Location
Employees

North America
264

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  • United States Of America
    263
  • Canada
    1

Africa
1

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  • Egypt
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Certified Financial Services's Leadership

  • Stylized image of a person
    M. C. S.
    President
    Phone icon
  • Stylized image of a person
    V. G.
    Managing Partner
    Phone icon
  • Stylized image of a person
    B. R.
    Owner
    Phone icon
  • Stylized image of a person
    R. G.
    Partner / General Agent
    Phone icon
  • Stylized image of a person
    R. L.
    President
    Phone icon
  • Stylized image of a person
    R. W.
    President
    Phone icon
  • Stylized image of a person
    C. G.
    Vice-President
    Phone icon
  • Stylized image of a person
    M. G.
    Director Of Talent Acquisition
    Phone icon

Contact profiles from Certified Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. C. S.
    President
    Phone icon
    United StatesNew Jersey
    Oct 31, 2025
  • Stylized image of a person
    V. G.
    Managing Partner
    Phone icon
    United StatesConnecticut
    Oct 31, 2025
  • Stylized image of a person
    B. R.
    Owner
    Phone icon
    CanadaAlberta
    Oct 31, 2025
  • Stylized image of a person
    R. G.
    Partner / General Agent
    Phone icon
    Feb 22, 2024
  • Stylized image of a person
    R. L.
    President
    Phone icon
    United StatesNew York
    Oct 21, 2024
  • Stylized image of a person
    R. W.
    President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. G.
    Vice-President
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. G.
    Director Of Talent Acquisition
    Phone icon
    United StatesNew Jersey
    Aug 05, 2024
  • Stylized image of a person
    A. K.
    Managing Director
    Phone icon
    United StatesNew York
    May 21, 2025
  • Stylized image of a person
    D. S.
    Director Of Wealth Management
    Phone icon
    United StatesNew York
    Sep 04, 2024

Frequently Asked Questions

What is Certified Financial Services known for?

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Certified Financial Services was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 52 Forest Ave, Paramus, New Jersey 07652, US; you can contact the main corporate office by phone at . Explore Certified Financial Services's company overview page for more information.

What is Certified Financial Services's most common email format?

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Certified Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Certified Financial Services email formats with LeadIQ.

How many employees does Certified Financial Services have currently?

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Certified Financial Services has approximately 233 employees as of October 2025. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Certified Financial Services's key employees and leadership?

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As of October 2025, Certified Financial Services's key employees include:

  • President: M. C. S.
  • Managing Partner: V. G.
  • Owner: B. R.
  • Partner / General Agent: R. G.
  • President: R. L.

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