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Financial Advisor and Financial Planner

P: 321-246-5813

C:

F:

Ownership : 50%%

Woman-Owned 50%%

Minority-Owned %

Veteran-Owned %

Disability-Owned %

16363 Nightshore Lane

Fishers, IN 46037-3413


Premier

Member Since: 01/13/2021

Danielle Guerra

Certus Wealth Partners, UBS

Business Description:

Certus Wealth Partners was founded with women and their families in mind. We typically work with business owners all over the country who seek collaboration, partnership and a team that will be smart with their money and provide guidance and advice to grow and protect what they have worked so hard to build. We focus on 13 key wealth management issues that successful business owners typically face and walk them through all four phases of their financial lives: growing wealth, distributing wealth in the smartest and most tax efficient way during lifetime, protecting wealth, and distributing legacy in the most tax efficient way at passing to intended heirs. We use our team approach, unparralleled experts and propriety chec- lists to ensure that nothing is missed in your business, your family and your long term plan. 

Industry

  • Finance
  • Financial Planning
  • Investments
  • Retirement Planning
  • Business Succession Planning
  • 401k Rollovers

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Keywords: Finance, Financial Advisor, Financial Planner, Retirement Planner, Rollover