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General Info
We are a financial planning and investment advisory branch of The Certus Financial Group, which is referred to as TCFG. We intend to build life-long partnerships with our clients. Our primary focus is on Advisory Services, a fee-based process, in which we consult with you on any issues that involve your financial well-being and in which we may be asked to manage portions of your savings/investment portfolios
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Phone: (949) 367-9653

Address: 25909 Pala Ste 380, Mission Viejo, CA 92691

Website: website

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