What departments does Certified Financial Services have?

Certified Financial Services has employees across 5 departments including Healthcare Services, Finance, Banking, Consultant, Business.

What is the largest department at Certified Financial Services?

The largest department at Certified Financial Services is Banking with 8 employees.

Where are Certified Financial Services employees located globally?

Certified Financial Services has employees across 3 continents and 4 countries including Egypt, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Certified Financial Services's team size changed over time?

Certified Financial Services's team has grown from approximately 201 to 205 employees based on available data.

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Certified Financial Services Employee Directory

Financial ServicesNew Jersey, United States201-500 Employees

Certified Financial Services is a mid-sized financial services firm based in Paramus, New Jersey, providing integrated wealth-management services. It emphasizes a holistic approach that combines financial expertise with innovative planning to support clients' financial confidence, balance, and long-term prosperity. A distinctive feature of its offering is The Living Balance Sheet, an electronic wealth-organizational platform used to guide actions toward achieving financial goals. The company operates as an agency of The Guardian Life Insurance Company of America, with securities products and advisory services provided through Park Avenue Securities LLC. Its client base includes individuals and families seeking integrated planning across insurance, investments, and related advisory services within Guardian's network.

Certified Financial Services Global Highlights

North America
273

United States Of America
272
Canada
1

Africa
1

Egypt
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Certified Financial Services's Leadership

R. W.
President
Mobile Phone
Email
B. R.
Owner
Mobile Phone
Email
R. G.
Partner / General Agent
Mobile Phone
Email
C. G.
Vice-President
Mobile Phone
Email
A. D.
Hospice Registered Nurse Case Manager
Mobile Phone
Email
F. L.
Brokerage Manager
Mobile Phone
Email
L. C.
Manager
Mobile Phone
Email
R. R.
Manager
Mobile Phone
Email

Certified Financial Services Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Business
Recruiting
Consultant
Other
Accounting

Contact profiles from Certified Financial Services

Name

Title

Contact

Location

Last Update

B. R.
Owner
Mobile Phone
Email
CanadaAlberta
Aug 06, 2026
R. G.
Partner / General Agent
Mobile Phone
Email
May 28, 2026
R. W.
President
Mobile Phone
Email
Oct 16, 2024
C. G.
Vice-President
Mobile Phone
Email
Oct 22, 2024
A. D.
Hospice Registered Nurse Case Manager
Mobile Phone
Email
Oct 22, 2024
F. L.
Brokerage Manager
Mobile Phone
Email
Oct 17, 2024
L. C.
Manager
Mobile Phone
Email
Oct 16, 2024
R. R.
Manager
Mobile Phone
Email
Aug 04, 2026
R. C.
Principal
Mobile Phone
Email
Oct 18, 2024
C. M.
Registered Representative And Financial Advisor Of Park Avenue Securities
Mobile Phone
Email
Aug 25, 2026

Frequently Asked Questions

What is Certified Financial Services known for?

Certified Financial Services was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-201-843-****

. Explore Certified Financial Services's company overview page for more information.

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

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?

Certified Financial Services has approximately 220 employees as of August 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

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

As of August 2026, Certified Financial Services's key employees include:

President: R. W.
Owner: B. R.
Partner / General Agent: R. G.
Vice-President: C. G.
Hospice Registered Nurse Case Manager: A. D.

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Certified Financial Services Employee Directory

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