What departments does Certified Financial Services have?

Certified Financial Services has employees across 6 departments including Entrepreneurship, Healthcare Services, Finance, Banking, Consultant.

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 4 continents and 5 countries including Egypt, United Arab Emirates, 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 decreased from approximately 201 to 193 employees based on available data.

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
269

United States Of America
268
Canada
1

Africa
1

Egypt
1

Asia
1

United Arab Emirates
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%

0%

2026

2025

Banking
Community & Social Services
Business
Recruiting
Consultant
Other

Contact profiles from Certified Financial Services

Name

Title

Contact Info

Location

Last Update

R. K.
Financial Advisor
Mobile Phone
Email
May 30, 2026
E. S.
Investment Advisory Representative
Mobile Phone
Email
May 30, 2026
J. T.
Broker
Mobile Phone
Email
May 28, 2026
M. F.
Agent
Mobile Phone
Email
Jun 27, 2026
R. R.
Agent
Mobile Phone
Email
May 30, 2026
J. A. F.
Financial Planner, Park Avenue Securities
Mobile Phone
Email
May 31, 2026
B. W.
Financial Advisor
Mobile Phone
Email
Jul 07, 2026
M. W.
Financial Advisor
Mobile Phone
Email
Jul 07, 2026
K. W. B. C.
Financial Advisor
Mobile Phone
Email
Jun 02, 2026
R. L. C.
Advisor
Mobile Phone
Email
Jun 01, 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 213 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

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

As of July 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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