Certis Capital Management Inc

Certis Capital Management Inc is a privately held California limited liability company based in Santa Barbara, specializing in financial and strategic advisory and consulting services. The firm operates as an independent family office, providing tailored solutions to meet the unique needs of its clients.

While securities are offered through Finalis Securities LLC, a member of FINRA and SIPC, Certis Capital Management Inc is not a registered broker-dealer, and both entities operate as separate, unaffiliated organizations. This structure allows Certis to focus on delivering personalized financial guidance without the constraints of traditional brokerage services.

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