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Our Offerings

1

Wealth Management

We understand looking at your total financial picture can be daunting. Partnering with Certa can help make sure your finances are in order and your investments align you're your goals.

2

Comprehensive

Wealth Planning

For those looking for help with planning and their financial picture but do not need assistance with their investments.

3

Comprehensive

Wealth Advisory

For the person that wants it all. You get the customized investment strategy of Wealth Management combined with the in-depth planning of the Comprehensive Wealth Planning

Certa Financial Planning
1501 Venera Ave., Suite 210, Coral Gables, FL 33146 | 305-809-7642

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Certa Financial Planning are not affiliated.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan

The IFP representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, CO, CT, KY, MT, NJ, NC, OH, OR, SC, TX, CA, IL

 Address: 1501 Venera Ave., Suite 210, Coral Gables, FL 33146

Tel. 305-809-7642

Email. info@certaplanning.com

© 2023 by Certa Financial Planning

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