Certa Financial Planning Employee Directory

Certa Financial Planning corporate office is located in 2100 Ponce de Leon Blvd Ste 1175, Coral Gables, Florida, 33134, United States and has 1-10 employees.

certa financial planning

Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of Certa Financial Planning

SB
Steven Balch
Director, Financial Planning & Wealth Management
PhoneEmail
CC
Christopher Ca...
Head of Business Development, A Personal Wealth Ad...
PhoneEmail
PhoneEmail
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Certa Financial Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Certa Financial Planning

Hundreds of professionals searching for Certa Financial Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

GR
Gabriel Robayo
Email Direct
Manager, Operations
United States , Florida , Coral Gables

SB
Steven Balch
Email Direct
Director, Financial Planning & Wealth Management
United States , Florida , Coral Gables

CC
Christopher Callaway
Email Direct
Head of Business Development, A Personal Wealth Advisor
United States , Florida , Coral Gables

Former Employees at Certa Financial Planning

Explore people who held key positions, contributed to Certa Financial Planning's success, and advanced their careers.

AH
Adrian Harmon
Certified Flight Instr... at Aviator Zone Academy
Worked as Manager, Practice & Operations
at Certa Financial Planning (2020-2023)
Email Direct
JH
Jason Haddad
Investment Associate at Csenge Advisory Group
Worked as Research, Portfolio Operations Analyst & Trade...
at Certa Financial Planning (2018-2022)
Email Direct

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Frequently Asked Questions Regarding Certa Financial Planning Employees

How many employees does Certa Financial Planning have?

Certa Financial Planning has 1-10 employees

Who are Certa Financial Planning key employees?

Some of Certa Financial Planning key employees are Steven Balch, Christopher Callaway

Where is Certa Financial Planning located?

Certa Financial Planning’s headquarters are located at 2100 Ponce de Leon Blvd Ste 1175, Coral Gables, Florida, 33134, United States

How do I contact Certa Financial Planning?

Certa Financial Planning Contact Info: Phone number: (305) 809-7642 Website: www.certaplanning.com

What does Certa Financial Planning do?

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

Is Certa Financial Planning a public company?

Certa Financial Planning is private company therefore does not currently have an official ticker symbol

See more information about Certa Financial Planning Employees