The Certus Financial Group Overview

  • Founded
  • 2011

Founded
  • Status
  • Private

The Certus Financial Group General Information

Description

Operator of a national independent broker-dealer and banking company intended to offer access to a multitude of investment products and strategies. The company offers financial services like insurance, investment advice, and wealth management services, enabling advisors to simplistically offer clients unparalleled choices and reasonable pricing.

Contact Information

Ownership Status
Privately Held (no backing)
Financing Status
Corporation
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Asset Management
Primary Office
  • 28202 Cabot Road
  • Suite 300
  • Laguna Niguel, CA 92677
  • United States
+1 (949) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

The Certus Financial Group Executive Team (1)

Name Title Board Seat Contact Info
Richard Roberts Co-Founder, Chief Executive Officer and President
To view The Certus Financial Group’s complete executive team members history, request access »