The Certa Difference
Our Promise
Consider us your personal Finance Advocate, managing and planning your finances with the tools, investment strategies, and vendors curated to make your financial aspirations concrete.
Who We Serve
Families
Family life is complex enough even without accounting for portfolio risk, estate planning, and potential tax issues. CERTA takes care of this and more, ensuring that your generational wealth goals are met now and into the future.
Professionals
We bring our professional skills to your professional endeavors in accounting, law, business, and more. Additionally, although we work with many industries, our plans, built with the help of the latest fintech innovations, are customized to your unique needs and financial objectives.
Business Owners
Small business owners face distinct and nuanced challenges. With our wealth of experience in this domain, we collaborate with you on your operations and compliance needs, including balancing company retirement plans, planning business taxes, and managing cash flow needs.
What We Do
Your needs and goals, from saving for a home down payment to planning for retirement, or investing, are all achievable with the right financial planning to support them. That's where we step in by listening, identifying realistic steps, and then building a roadmap to get there. Then, we follow up with continued support and guidance so that you can follow through even as your situation evolves.
Finally, life has many stages, the economy fluctuates, and things change. Nonetheless, the need to plan for all of life’s circumstances remains a constant, and so do we -- developing long-term relationships centered on integrity and service is the foundation of how we work.
Financial Planning
Get hands-on advice from a CERTIFIED FINANCIAL PLANNER™ professional to help solidify, plan and implement your fully customized personal financial plan free of hidden agendas.
Insurance Planning
Insulate your finances from potentially devastating life events and strive to give your family peace of mind. Understand what coverages you are buying and why.
Investment Management
No matter what stage life you are in, our team can help integrate your financial plan into a professionally managed portfolio that can adapt to your specific needs & objectives.
Business Consulting
Our team is well-equipped to help with many facets of business planning including tax & succession strategies, company retirement plans & executive compensation programs.
What our
"Return on Life Process" means for you
At CERTA, our Return on Life Philosophy (ROL) means we prioritize helping you make the most of your money in a way that enhances your overall quality of life. We focus on aligning your financial strategies with your life goals and aspirations, ensuring your wealth serves your dreams, not just numbers on a balance sheet.
