45
Growth Score
pts
Heat Score
-4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Certus Wealth Advisors offers financial services like retirement consulting, risk management, and portfolio management.
About the Company
Certus Wealth Advisors specializes in providing comprehensive financial services including retirement plan consulting, executive benefits, risk management, insurance planning, and business succession planning. The firm operates with a focus on fiduciary responsibility, ensuring that clients' financial futures are navigated with knowledge and
precision. Through its PURE Wealth Process™, Certus Wealth Advisors offers portfolio management, liquidity events, and insurance planning, aiming to empower clients with the knowledge necessary for making informed financial decisions. The firm collaborates with Stratos Wealth Partners, Ltd., a registered investment advisor, to offer additional advisory services.
