Broker Check

A Career Change with Purpose

Build Something New with Certified Financial Services

Client Centered

Many professionals reach a point where they want more growth, more flexibility, and more purpose in their work. A career in financial services offers the opportunity to build your own business, help people plan for their future, and create long-term success for yourself and your clients. Certified Financial Services is committed to helping career changers make that transition with the training, resources, and mentorship needed to succeed.

Douglas Dubitsky

Douglas Dubitsky

Learn More About their Journey

Martel Francois

Martel Francois

Learn More About their Journey

Testimonials for Douglas

What drew me to Certified Financial Services, LLC was its emphasis on the role protection planning can play as part of a comprehensive financial strategy. After more than 25 years in senior product leadership roles at organizations such as Equitable, New York Life, and Guardian Life, I developed a strong appreciation for how solutions like life insurance, disability income protection, long-term care planning, and income-focused strategies can help support individuals and families in working toward their financial goals.

What resonated with me about CFS is the opportunity to build a practice centered on thoughtful planning, organization, and protection-oriented strategies. This approach allows me to work closely with clients to evaluate their needs and develop strategies designed to align with their priorities and long-term objectives.

At its core, this work is about helping individuals and families navigate financial decisions with greater clarity and a structured approach to planning for the future.

Testimonials for Martel

I transitioned into financial services from a background in luxury fashion and hospitality, where I focused on creating high-touch, detail-driven experiences. When I joined Certified Financial Services, I was drawn to the opportunity to bring that same level of intentionality into the financial advisory space.

CFS provided the tools, support, and community to help me translate my passion for exceptional client experiences into building generational wealth strategies. It’s given me a platform to combine thoughtful legacy planning with meaningful, long-term relationships. I’m grateful for the opportunity to expand both my reach and the impact I’m able to have for the clients I serve.

Learn more about a Financial Professional career with our firm

Thank you!
Oops!