Certus Financial Services
Investment Advisor Representative
About Certus Financial Services
Certus Financial Services is a full service, independently managed firm based in Portland and serves clients throughout Oregon, Washington, Idaho and Utah, providing financial advisor and planning services, as well as business insurance and personal insurance. Because Certus Financial Services is an independently managed firm, we are able to offer only well known insurance products and financial services. Our approach is to tailor these products and services to the specific needs of each client to help them protect and grow their wealth, as well as being proactive to help them make course corrections and adjustments as the needs of their lives and businesses dictate.
I am affiliated with Cetera Advisor Networks LLC, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.
But their support for our relationship goes well beyond its function as trade executor. My affiliation means that I am not held to a sales quota or tied to selling only proprietary products. I have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while their network of people and resources help us pursue your unique goals and vision for the future.