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Meet the Team - OLD

A Team Dedicated to Your Financial Success.

At Certified Financial Services, we believe that successful financial planning starts with trust. Meet the people who will guide you through your financial journey with knowledge, care, and a commitment to your success.

Our Mission

Our Mission

To provide excellence in financial services through a process of personal, business and estate planning

We focus our resources on helping our clients organize, protect, grow, and preserve their wealth and reach their financial objectives by utilizing advanced financial strategies. We are committed to developing and maintaining long-term relationships with our clients and our goal is to become their trusted lifetime financial professional.

We adhere to the highest ethical standards in all of our endeavors, and are committed to the pursuit of excellence.

Noelle Casey, RICP®

Noelle Casey, RICP®

Financial Advisor & Small Business Strategist

860-898-9714

Robert Worgaftik

Robert N. Worgaftik CLU®, ChFC®, CFP®, CLTC

Founder & Senior Financial Advisor

860-606-0823

Paul Worgaftik

Paul Worgaftik

Financial Advisor & Business Solutions Specialist

860-846-4198

Rish Singh

Rish Singh

Client Relations Manager

860-677-2600 x 645

Why Choose Us?

Key Highlights:
◦Over 40 years of experience in financial services
◦More than $140 million in assets under management
◦Specialists in business planning, retirement strategies, and legacy preservation
◦A team that combines multi-generational leadership with modern financial strategies

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.