CERTIOR FINANCIAL GROUP - Key Persons
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 Financial Planner since 2004 and a Registered Health Underwriter since 2011. His specialties include comprehensive financial planning, custom portfolio management, and capabilities for business owners, families, and individuals. He is also an expert in both the individual, small group, and Medicare Health Insurance marketplace.
Job Titles:
- Financial Adviser
- Managing Partner
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 over 25 years of public and private investment experience. Prior to founding these companies, Avi lived and worked overseas as a director at I. Buchman, an international trade company. Prior to serving as director at I. Buchman, he served as a management consultant at Coopers & Lybrand (now Price Waterhouse Coopers) in their New York office. Avi holds B.A. degrees in Political Economy and Economics from the Murphy Institute at Tulane University.
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 as a liaison for Certior Financial Group and its family of clients. In addition to her day to day duties, she works closely with the firm's management team to help facilitate the implementation of the company's programs, policies, and procedures.
Carolyn began her career as an intern with ING Financial Partners while still a student at Cabrini College, where she received her bachelor's degree in Business Administration. Her passion for helping clients achieve their financial goals and skill at managing office operations helped shape Certior Financial Group in its early years.
Carolyn enjoys spending time with her husband, Steve, and their two daughters, Taylor and Camryn. She lives in Horsham and takes great pride in her family including their dog, Duke.
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 background includes work as an equity research analyst, financial planner, and financial consultant. Liz's credentials include the CFA and CFP® designations, a Bachelor of Science degree from Cornell University and an MBA from Columbia University.
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 so that they can enjoy what is most important in life to them. Gary always strives to serve Certior Financial's clients utilizing a consultative approach to financial planning leveraging his many years of experience and vast professional network when needed.
Gary also plays a critical role in guiding the firm's growth by managing its finances, defining and implementing company policies, and ensuring that Certior Financial's clients and employees are served in a manner consistent with the firm's values, policies, rules, and procedures.
He earned his bachelor's degree in Business Management with a concentration in Finance & Accounting from Bloomsburg University. He spent much of his career in the pharmaceutical industry at Wyeth and Pfizer, where he served as Vice President of Finance & CFO for Wyeth Research. After helping Pfizer navigate its acquisition of Wyeth, Gary left the company in 2010 to begin his partnership with Certior Financial Group.
In addition to being licensed as a Certified Public Account, Gary holds several investment and insurance licenses. Gary's knowledge of tax planning and preparation allows him to give clients a clear understanding of their financial picture from both a tax and investment perspective.
Gary and his wife Nancy live in Worcester, PA. He volunteers for several local charities, is an avid sports fan, and enjoys golfing, exercising and spending time with family & friends.
Greg is a Financial Adviser with over 8 years of experience specializing in helping individuals, families, entrepreneurs, and executives navigate life's challenges and gain confidence and clarity in understanding their financial picture and defining what ‘True Wealth' means to them. Greg's mission is to share, teach, inspire, and guide his clients and his audience in areas of wealth management, personal finance, lifestyle, business, and leadership to help them grow and empower their life.
Originally from Miami Beach, Florida, Greg graduated from Brandeis University in 2012 and holds a bachelor's degree in business from Brandeis University in Waltham, Massachusetts. He has worked with some of the top financial institutions in the industry including VOYA Financial, Penn Mutual, and Prudential in Boston and New York City where he learned to help clients consolidate, coordinate, and simplify their financial planning to live confidently as they plan for tomorrow while living for today. His focus has been educating and providing committed clients with retirement, investment, insurance, tax, and estate planning strategies to achieve their most important financial goals.
In addition to serving clients, Greg has also become an industry leader in marketing and business strategy for other financial advisors and has taken initiatives to contribute to the advancement of technology and tools to improve the financial services space.
Greg inspires and guides a growing audience daily utilizing his brand, Drozdow Financial, and social media channels. When he is not studying the financial industry, Greg is an avid piano player and traveler. He resides in New York City, and enjoys a variety of activities including working out, basketball, hiking, skiing, snowboarding, and spending time with his wife Leila, his dog Honey, and close family and friends.
Job Titles:
- 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.
He earned both his MBA and bachelor's degrees at Goldey-Beacom College, with a concentration in Financial Management. While pursuing his MBA, he started his career in banking working for several banks and financial institutions, including Wilmington Trust, J.P. Morgan, and Citi Bank. Matt brings six years of experience in the operations and compliance field with a solid understanding of documentation and day-to-day operations. He is ecstatic to be an integral part of helping individuals and families reach their financial goals and plan for their future.
When not working, Matt enjoys spending time with his family and friends. You may find him on a soccer field in the Philadelphia area where he competes in a competitive league and currently resides with his fiancé, Julia. He loves to sing and has released some of his own music which can be found on Apple Music or Spotify. He also loves to travel and experience different cultures around the world.
Job Titles:
- Financial Adviser
- Financial Adviser With
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, and peace of mind by addressing investment, insurance, tax, and estate planning needs. Patrick believes that everyone is entitled to a comfortable and dignified retirement and makes it his mission to help individuals and families plan for their futures.
Patrick began his financial services career as registered representative with Northwestern Mutual where he worked with families and individuals to help them assess and solve their risk management needs. Following a desire to gain more investment knowledge he transitioned to the Vanguard Group where he obtained the prestigious CERTIFIED FINANCIAL PLANNER™ designation.
When not working, Patrick can be found exploring the many fine restaurants and activities of Philadelphia where he makes his home with his wife, Juli. Patrick volunteers and is active with Covenant House, Philadelphia's only all youth homeless shelter. He also enjoys being active competing in marathons and several athletic leagues.
Job Titles:
- Client Service Coordinator
- Client Service Coordinator for Certior
Sarah is a Client Service Coordinator for Certior Financial Group. Some of her responsibilities include scheduling client meetings, submitting client requests and documentation, assembling and sending out client correspondence, and general assistance in day to day operations.
Sarah started her career in the mental health field. She received her bachelor's degree in Psychology from Immaculata University and her Master's in Counseling and Clinical Health Psychology from the Philadelphia College of Osteopathic Medicine. She is excited to now be working in financial services and feels that her past experiences will provide a unique perspective as she continues to serve Certior's clients.
Sarah likes to spend her time volunteering at her local barn where she helps maintain horses and facilitates equine therapy sessions. She is also an avid salsa dancer but does not mind slowing down to enjoy movie nights and home cooked meals with family and friends.