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The Certus Financial Group

EST. AUM
$639,411,822

CONTACTS
5

CLIENT ACCOUNTS
2,171

Firm Details

Metro area Los Angeles
CRD Number 166606
Website tcfgcompanies.com
Client types

Overview

TCFG Wealth Management, located at 28202 Cabot Road, Suite 305, Laguna Niguel, CA 92677, operates under the legal name Certus Financial Group, LLC. It is an independent Registered Investment Advisor (RIA) and broker-dealer offering comprehensive wealth management and financial advisory services. The firm was founded with the goal of delivering transparent, fiduciary-based financial guidance tailored to the long-term goals of individuals, families, and small business owners.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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