Certa Financial Planning
Investment advice offered through IFP Advisors, LLC dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Certa Financial Planning are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness.
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Verified contacts
3
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LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- SB
Steve Balch
Director of Financial Planning & Wealth Management · Other
EmailPhone - GM
German M. Ramirez
Managing Director & Founder · General Business & Management
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Showing 2 of 3 verified contacts
Top roles at Certa Financial Planning
3 distinct titles indexed · top 3 shown.
- 1director of financial planning & wealth management
- 1managing director & founder
- 1operations manager
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