East Norriton, PA Office
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Certior Financial Group, LLC
Team
Firm-wide stats for Certior Financial Group, LLC
About
Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to individuals, pension and profit‑sharing plans, trusts, estates, corporations and other business entities. The firm works with a broad client base and may advise on held‑away assets and private securities as part of its planning and implementation services.
CFG’s investment process couples a multi‑disciplined, hands‑on financial planning approach with discretionary portfolio management; strategies begin with a flexible asset allocation that the firm adjusts based on market views and client circumstances and may blend active and passive vehicles. The firm also uses third‑party sub‑advisers and platform providers, monitors those relationships on an ongoing basis, and conducts at least annual reviews with clients to reassess objectives and risk tolerance.
Notable differences from many peers include the firm’s involvement with insurance and annuity products: some advisory professionals are licensed insurance agents who may receive commissions, and CFG has a master advisory arrangement with Mutual Securities, Inc. to service held‑away variable annuities that results in shared trail revenue. The firm is under common control with The Certior Group, LLC, which provides administrative and tax services to family trusts, and CFG discloses these relationships and potential conflicts of interest (including paid solicitors) in its brochure.
Based on Certior Financial Group, LLC
Expertise
Based on Certior Financial Group, LLC
Location
2006 De Kalb Pike
East Norriton PA 19401
Advisors at this office
2
Advisors at this office
Elizabeth S
CFA®, Series 63, Series 66
East Norriton, PA
Certior Financial Group, LLC
Elizabeth Shamir is a CFA® charterholder with 21 years of experience in the financial services industry. She has worked with several firms, including Certior Financial Group, Mutual Securities, Voya Financial Advisors, Financial Independence Planning, and Mass Mutual Investors Services. In addition to her advisory role, she serves on the investment committee of Congregation Beth Or and is a board member of Tikvah AJMI, a charity focused on improving quality of life for adults with mental illness. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base, including individuals, trusts, and business entities. The firm combines a multi-disciplined planning approach with discretionary portfolio management, utilizing flexible asset allocation and both active and passive investment strategies.
Adam P
CFP®, Series 63, Series 66
East Norriton, PA
Certior Financial Group, LLC
Adam Peltzman is a CFP® with 24 years of experience in financial advising. He has worked at Certior Financial Group, LLC since 2017 and previously held roles at Mutual Securities, Inc. and Voya Financial Advisors. Outside of financial advising, he serves on the board of a nonprofit organization focused on volunteering, support, and fundraising. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a client-tailored investment process using a mix of active and passive vehicles and emphasizes downside risk mitigation as part of portfolio construction.
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