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
271

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  • United States Of America
    270
  • 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
    R. W.
    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
    B. S.
    Owner
    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

Certified Financial Services Employee Metrics

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

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
    Jun 02, 2026
  • Stylized image of a person
    V. G.
    Managing Partner
    Phone icon
    United StatesConnecticut
    May 04, 2026
  • Stylized image of a person
    B. R.
    Owner
    Phone icon
    CanadaAlberta
    Jun 01, 2026
  • Stylized image of a person
    R. G.
    Partner / General Agent
    Phone icon
    May 28, 2026
  • Stylized image of a person
    R. W.
    President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    B. S.
    Owner
    Phone icon
    United StatesMaryland
    May 04, 2026
  • 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
    May 22, 2026
  • Stylized image of a person
    D. S.
    Director Of Wealth Management
    Phone icon
    United StatesNew York
    May 04, 2026
  • Stylized image of a person
    E. V.
    Managing Director
    Phone icon
    United StatesNew Mexico
    May 04, 2026

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 Avenue Paramus, New Jersey 07652 United States; 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 215 employees as of June 2026. 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 June 2026, Certified Financial Services's key employees include:

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

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