Certa Financial Planning

EST. AUM
$100,000,000

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Firm Details

Metro area Miami
CRD Number
Website certaplanning.com
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Overview

Certa Financial Planning is an independent, fiduciary wealth management practice headquartered in South Miami, Florida, with a second office serving the North Jersey/NYC metro area. Founded in 2019 by German M. Ramirez, CFP®, following more than 15 years of industry experience — including prior roles at Charles Schwab, BluePrint Wealth Alliance (where he served as co-founder and CIO), Kingsview Asset Management, SunTrust, AXA-Equitable, and Mass Mutual — Certa was built to deliver 21st-century financial guidance grounded in time-tested planning principles. Steven C. Balch, CFP®, joined in 2022 as Director of Financial Planning and Wealth Management, bringing over a decade as a VP Financial Consultant at Charles Schwab (Morristown, NJ), where he managed over $1 billion in client assets for 400+ individuals and families. Christopher Callaway, CFP®, joined in 2024 as Head of Business Development, also a former VP Financial Consultant at Charles Schwab with additional experience at Valley Wealth Managers, Citizens Securities, and SteelPeak Wealth.

Platform Details

See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Certa Financial Planning

Platform Details

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