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Certus Financial Group

Certus Financial Group
PLACEMENT AGENT SERVICE
2011 FOUNDED
1 SERVICED INVESTORS
Description

founded in 2011, Certus Financial Group is a placement agent firm headquartered in Laguna Niguel, California. The firm's services include wealth management, investment advisory, insurance solutions, and investment banking, and business services such as sell-side, and buy-side advisory, merger advisory. partnership and capital raise advisory.

Year Founded
2011
Service Provider Type
Placement Agent (Fundraising)
Primary Office
  • 28202 Cabot Road
  • Suite 300
  • Laguna Niguel, CA 92677
  • United States

+1 (949) 000-0000
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Certus Financial Group Investment Preferences

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Certus Financial Group Team (1)

Name Title Deals Office Contact
Info
Rick Roberts Chief Executive Officer Laguna Niguel, CA