Brokerage
You’ve done the hard part — building your book, your relationships, and your reputation. But as your business grows, so does the need for stronger infrastructure, better support, and the right partners behind you. Certified Financial Services provides brokers with access to carrier relationships, case support, and a team environment designed to help you grow and operate more efficiently, so you can spend more time building relationships and less time navigating roadblocks.
Who Support Is For
Certified Financial Services is a strong fit for brokers who are ready for the next stage of growth:
- Your current firm isn't keeping pace with your business
- You want more support and less red tape
- You're committed to growth but don't want to build alone
- You value relationships, collaboration and long-term success
If you're ready to grow behind your business with the right team and infrastructure behind you, we should talk.
Brokerage
Christopher Martinez
Registered Representative
David Gillard
Financial Advisor
Eddie Vela | CLU®, ChFC®, CLF®, MBA
Managing Director / Wealth Management Advisor
Edward Youmell
Enterprise Strategy
Eric Abramson
Financial Advisor
Evan Heller
Financial Advisor
Jill Van Nostrand RICP ®
Director of Life Brokerage
Jonathan Lipson
Financial Advisor
Judith Younessian
Financial Advisor
Ken Detz
Financial Advisor
Leo Matarazzo
Registered Representative | Wiss Private Client Group
Marc Michalak, CFP
Financial Advisor
Mary Ziegler
Registered Representative
Matthew Graff
Financial Representative
Michael McSweeney
Financial Advisor
Michael Wenger
Financial Advisor
Michael Whittaker
Financial Representative
Rebecca Novin-Cannon
Novin-Cannon Financial Group
Ryan Grealy
Financial Advisor
