Revel Private Wealth

Certus Financial Group, located in Laguna Niguel, CA, is a comprehensive financial services firm specializing in investment services and financial planning. Our expert team offers a wide range of solutions tailored to meet your unique financial goals. We provide expert guidance on various investment options, including bonds, common stocks, and government securities. Our retirement planning services cover Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. We also offer brokerage accounts, educational IRAs, and variable annuities to diversify your portfolio. Beyond investments, Certus Financial Group excels in financial planning, tax planning, college savings, and estate planning.

Signature America Wealth Management How We Work Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.