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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.

Find Certified Financial Services employees' phone numbers or email addresses

Certified Financial Services Global Highlights

Location
Employees

North America
273

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  • United States Of America
    272
  • 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

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

Certified Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Recruiting
  • Consultant
  • Other
  • Accounting

Contact profiles from Certified Financial Services

Name
Title
Contact
Location
Last Update
  • Owner at Certified Financial Services
    B. R.
    Owner
    Mobile Phone
    Canada, Alberta
    Aug 06, 2026
  • Partner / General Agent at Certified Financial Services
    R. G.
    Partner / General Agent
    Mobile Phone
    May 28, 2026
  • President at Certified Financial Services
    R. W.
    President
    Mobile Phone
    Oct 16, 2024
  • Vice-President at Certified Financial Services
    C. G.
    Vice-President
    Mobile Phone
    Oct 22, 2024
  • Hospice Registered Nurse Case Manager at Certified Financial Services
    A. D.
    Hospice Registered Nurse Case Manager
    Mobile Phone
    Oct 22, 2024
  • Brokerage Manager at Certified Financial Services
    F. L.
    Brokerage Manager
    Mobile Phone
    Oct 17, 2024
  • Manager at Certified Financial Services
    L. C.
    Manager
    Mobile Phone
    Oct 16, 2024
  • Manager at Certified Financial Services
    R. R.
    Manager
    Mobile Phone
    Aug 04, 2026
  • Principal at Certified Financial Services
    R. C.
    Principal
    Mobile Phone
    Oct 18, 2024
  • Registered Representative And Financial Advisor Of Park Avenue Securities at Certified Financial Services
    C. M.
    Registered Representative And Financial Advisor Of Park Avenue Securities
    Mobile Phone
    Aug 25, 2026

Frequently Asked Questions

What is Certified Financial Services known for?

Minus sign iconPlus sign iconCertified Financial Services was founded in 1986 and operates in the Financial Services industry. You can contact Certified Financial Services's 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?

Minus sign iconPlus sign iconCertified Financial Services employees' email format typically follows the pattern of FLast@cfsllc.com. 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?

Minus sign iconPlus sign iconCertified Financial Services has approximately 220 employees as of August 2026. These team members are located across 3 continents, including North America, Africa and Europe.

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

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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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