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
Other Financial Services
Consumer Finance
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

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 »