Jamie K. Kertis

QKA, AIF®, CPFA
Retirement Plan Specialist, Financial Advisor
Commonwealth Financial

Jamie Kertis serves as a Retirement Plan Specialist and Financial Advisor at Commonwealth Financial, where she focuses on helping businesses design and manage effective retirement benefit programs. She works closely with plan sponsors to navigate the complexities of retirement plan administration, fiduciary responsibilities, and participant education. Jamie is dedicated to providing customized solutions that align with each organization's unique goals while ensuring employees have the tools and guidance they need to pursue retirement readiness. Her approach emphasizes building lasting partnerships with clients through attentive service and practical expertise in the retirement plan landscape.

205-970-9088 extension 2
Birmingham, AL
Client Plans: 295
Participants: 249,000