Certified Financial Services

About Us

Certified Financial Services, LLC (CFS) is a financial planning and wealth management firm that helps individuals and families make confident financial decisions throughout every stage of life. Since 1986, CFS has focused on building long-term relationships grounded in trust, education, and thoughtful planning.

CFS takes a comprehensive approach to financial planning by looking beyond investments alone. The firm helps clients coordinate their financial lives through personalized strategies that may include investment management, retirement planning, risk management and insurance planning, tax-aware strategies, and legacy planning. Each plan is designed around a client’s goals, priorities, and changing life circumstances.

Education is a core part of the CFS philosophy. Advisors work closely with clients to explain financial concepts in clear, practical terms so decisions are informed and intentional. Rather than offering one-size-fits-all solutions, CFS emphasizes planning first and adapts strategies as life and markets evolve.

With decades of experience and a commitment to integrity, Certified Financial Services strives to provide clarity, confidence, and guidance so clients can focus on what matters most.