Certus Wealth Advisors
As financial professionals, our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that strives to carefully balance investment strategies with preserving principal.
Our mission is simple: To help design, navigate and fulfill ones wealth planning goals so you can live the life you desire. A long-term relationship is built upon the basis of our company name Certus: “trustworthy.” This trust, our accountability and transparency is what inspires us daily to help our clients work toward their goals and to deliver world class service. We understand that life will bring milestones and challenges that will test us all. We are constantly adapting one’s wealth plan and portfolio to deliver in all environments and to help our clients pursue true financial freedom.
Address: 2 Park Plaza Suite 350 Irvine, CA 92614, USA
Phone: +1 949 864 6323
FAX: +1 949 398 9708
