Certified Planners, Inc.
Certified Planners, Inc. (CRD# 105364) is a financial advisory firm headquartered in San Ramon, CA. They manage $147,783,477 in 710 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management148MILLION
Total Number of Accounts710ACCOUNTS
Average Account Value$208,146
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Angelica Kangas (CRD# 2876429) is an Investment Advisor Representative working at Certified Planners, Inc. in San Ramon, CA and has over 8 years of experience in the finance industry. Angelica Kangas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Anna Miller (CRD# 2540947) is an Investment Advisor Representative working at Certified Planners, Inc. in San Ramon, CA and has over 23 years of experience in the finance industry.