I would not be able to manage my business without Zoho CRM RIA firm makes the switch from Salesforce to Zoho CRM COMPANY PROFILE INDUSTRY Financial Services TYPE B2B SIZE 51-200 employees COMPANY CRM CRITERIA Customization Pricing Email IntegrationALTUS Wealth Solutions is a registered investment advisory (RIA) fi rm specializing in financial planning for business owners and entrepreneurs, alternative investment strategies, and college funding solutions. Based in San Luis Obispo, California, ALTUS is run by John Buerger, a CERTIFIED FINANCIAL PLANNERTM professional, wealth coach, and fiduciary advisor. This makes A LTUS a one- stop shop for people who need a financial strategy, coaching to execute the plan, and an advisor who is ethically and legally obligated to serve the client’s

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