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Director, Financial Planning & Wealth Managem...
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Certa Financial Planning
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
2100 Ponce de Leon Blvd Ste 1175, Coral ...Phone Number
(305) 809-7642Website
www.certaplanning.comRevenue
<$5 MillionIndustry
About Certa Financial Planning
Certa Financial Planning specializes in personalized wealth management services tailored for retirees, business owners, and high-income earners. The company offers a range of services including financial planning, insurance planning, investment management, and business consulting, all designed to align financial strategies with clients' life goals. Certa emphasizes building long-term relationships based on integrity and service, ensuring clients receive ongoing support as their financial situations evolve. Their unique Return on Life Philosophy focuses on enhancing clients' overall quality of life through effective financial management.Explore more
Certa Financial Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Certa Financial Planning
<$5M
1-10
Private
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CC
Christopher CallawayHead of Business Development, A Personal Wealth Advisor
Certa Financial Planning Tech Stack
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Frequently Asked Questions Regarding Certa Financial Planning
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Certa Financial Planning specializes in personalized wealth management services tailored for retirees, business owners, and high-income earners. The company offers a range of services including financial planning, insurance planning, investment management, and business consulting, all designed to align financial strategies with clients' life goals.... Read More
