Your Team

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.

Gary is a Financial Adviser at Certior Financial Group with over 30 years of experience in financial services and corporate finance roles. He enjoys working with clients to make sure their financial choices are in line with their goals...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

Fred Weiner has over 35 years of experience helping companies build and grow their businesses. Mr. Weiner has worked with numerous well known Corporate 1000, middle market companies, and nonprofit organizations in a variety of...

Read more

Nicole supports Certior’s operations team as a Client Service Coordinator. Some of her responsibilities include submitting client requests, assisting with meeting preparation, and helping to manage the general operations of...

Read more

Your Partners

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.