Cerity Partners

Cerity Partners provides integrated wealth management for individuals and families alongside services for corporations and institutions. Its personal wealth offering spans investments, financial planning, estate and gift planning, tax services, insurance planning, trusts, business owner advice, and family office services.

Wealth managementInvestment managementFinancial planningEstate and gift planningTax planning and preparationTrust servicesFamily office servicesBusiness owner advisory

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8linked professional records

8researched profiles

8listed office cities

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All linked records 8 Researched profiles 8

Explore a listed cityBoston, Massachusetts1 Chicago, Illinois1 Cleveland, Ohio1 Houston, Texas1 Irvine, California1 Los Angeles, California1 Mill Valley, California1 San Francisco, California1

8 profiles

Researched profiles · linked professional sources

Cards Table

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Professional	Firm & role	Office	Focus
Aaron WaxmanResearched profile	Cerity PartnersPartner	San FranciscoCalifornia	Multigenerational wealth
Doug GarrisonResearched profile	Cerity PartnersPartner	HoustonTexas	Retirement planning
Erica CameronResearched profile	Cerity PartnersPartner	ClevelandOhio	Estate planning
Javier SolisResearched profile	Cerity PartnersPartner	Los AngelesCalifornia	Investment management
Karim AhamedResearched profile	Cerity PartnersPartner	ChicagoIllinois	Investment management
Lauren DesforgeResearched profile	Cerity PartnersPartner	BostonMassachusetts	Divorce planning
Nicole JokoResearched profile	Cerity PartnersPartner	IrvineCalifornia	Retirement planning
Rita LeeResearched profile	Cerity PartnersPartner	Mill ValleyCalifornia	Women investors

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Search index refreshed September 20, 2026. This is not a verification date for historical records.

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