Certus Financial Group Overview

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

Certus Financial Group General Information


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
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Consumer Finance
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
To view Certus Financial Group’s complete valuation and funding history, request access »

Certus Financial Group Executive Team (1)

Name Title Board Seat Contact Info
Rick Roberts Chief Executive Officer
To view Certus Financial Group’s complete executive team members history, request access »