The Certus Financial Group Overview

  • Founded
  • 2011

  • Status
  • Private

The Certus Financial Group General Information


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
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

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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 »