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 strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We 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
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...
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...
Don Sullivan
Director of Wealth Management
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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...
Erika McIsaac
Controller
Marisa Mantz
Marketing Director
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...