Certus Financial Group

Certus Financial Group Overview

Founded 2011
Founded
Status Private
Latest Deal Type Angel
Latest Deal Amount $1.64M
Latest Deal Amount

Certus Financial Group General Information

Description

Owner and operator of a national independent broker-dealer and banking company. The company offers financial services like insurance, investment advise and wealth management services.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Angel-Backed
Primary Industry
Insurance Brokers
Other Industries
Consumer Finance
Other Financial Services
Primary Office
  • 28202 Cabot Road
  • Suite 300
  • Laguna Niguel, CA 92677
  • United States
+1 (949) 000-0000
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Certus Financial Group Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Angel (individual) 09-Feb-2017 $1.64M 00.000 Completed Startup

Certus Financial Group Executive Team (1)

Name Title Board Seat Contact Info
Rick Roberts Chief Executive Officer

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