Certior Financial Group offers you a team of experienced financial professionals who provide you a high level of service to help you navigate the complexities of your financial life and optimize your True Wealth.
Avi Kantor, RFC®
Avi Kantor is the Managing Partner of Certior Financial Group, an independent financial planning and wealth management firm in King of Prussia, PA; and the founder of The Certior Group, a multi-family office in Jackson, WY. Avi has...
Gary Gallagher, CPA
Adam Peltzman, CFP®, RHU®
Adam Peltzman, CFP®, RHU® is a graduate of University of Delaware where he earned a Bachelor’s of Science in Economics. Adam has been working in the financial services industry for over 17 years. Adam is a Certified...
Elizabeth Shamir, CFA, CFP®
Liz Shamir, CFA, CFP® has over 30 years of experience as an investment professional at progressive levels of responsibility. Her mission is to help clients build, grow, and protect their wealth. Her comprehensive investment...
Patrick Hansen, CFP®
As a Financial Adviser with Certior Financial Group, Patrick takes a holistic view of planning, assisting clients with creating and maintaining their wealth and well being. He is dedicated to helping clients achieve confidence, clarity...
Head of Client Services
Carolyn has been with Certior Financial Group since September 2006. As Head of Client Services, her current position is to oversee the firm’s operations, administrative services, document management, and support staff. She serves...
Client Service Coordinator
Matthew Bik, MBA
Financial Operations Associate
Matt plays a vital role for Certior Financial Group. His responsibilities include helping prepare for client meetings, assisting with account paperwork, monitoring account service items, and providing ongoing support to our clients.
To ensure that other important legal, tax, and real estate planning needs are properly addressed, we have partnered with highly regarded professionals in the areas of estate planning, tax planning, health insurance and mortgage services. Whether working with your existing professionals or one of our partners, our goal is to create a team of professionals who all work together to coordinate your important legal and financial decisions.