Team At Certified Financial Services firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Larry Moskowitz Financial Advisor 917-623-4321 firstname.lastname@example.org I am a Financial Adviser at Certified Financial Services, LLC. Since joining the CFS team, I have been selected for Guardian Client Builder in 2010 & then Leader’s Club twice, in 2012 and 2013. Prior to joining CFS, I spent 17... Read more Dan Price Investment Specialist Dan Price has been with Guardian for over 20 years, originally working in Guardian’s New York City home office before transitioning to CFS in 2007. As an Investment Specialist, he works very closely with Financial Advisors to... Read more Darienn Bumbaco Darienn works with Larry on all things marketing from professional branding, advertising, and social media to coordinating seminars and events. She works strategically on his marketing plans to further his practice. Darienn combines... Read more Don Sullivan Director of Wealth Management 201-843-7700 xxx-xxx-xxxx email@example.com Don's primary focus at CFS is to help our FRs effectively grow and scale their wealth management business. Prior to joining CFS, Don worked for the business development team at Guardian and Park Avenue Securities where he assisted... Read more Erika McIsaac Controller 201-843-7700 firstname.lastname@example.org Erika has lived her whole life playing basketball and has always been a fierce competitor in the sport. She was even awarded a full scholarship to St. Thomas Aquinas for basketball. Erika takes those leadership skills from on the... Read more Jocelyn Salgado Marketing Specialist 201-843-7700 email@example.com Marisa Mantz Marketing Director 201-843-7700 firstname.lastname@example.org Marisa started her professional career in 2010 working in Travel and Tourism industry where she found her passion for events and marketing. During her 10+ years in the travel industry she was fortunate to travel abroad to beautiful... Read more Rickie Bello Executive Assistant 201-843-7700 email@example.com Have a Question? Name Email Address Question Thank you! Oops!