Certus Wealth Management

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Certus Wealth Management — overview

About

Certus Wealth Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, retirement planning, protection & insurance planning, education planning, estate planning, investment management, cash flow planning, trust planning, risk management, tax planning, charitable giving, distribution planning, and portfolio management. The wealth manager advises individuals, high-net-worth individuals, trusts and estates, pension and profit-sharing plans.

Certus Wealth Management - known decision makers (4)

Position	Location	Asset Class
Chief Compliance Officer	Belmont, US	GEN
Managing Director of Trust and Estate	Belmont, US	GEN
Client Experience Associate	Belmont, US	GEN
Founder & Private Wealth Advisor	Belmont, US	GEN

Showing 4 of 4 known decision makers Certus Wealth Management

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