Certified Planners, Inc.

Certified Planners, Inc. (CRD# 105364) is a financial advisory firm headquartered in San Ramon, CA. They manage $136,772,912 in 770 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    770
    ACCOUNTS
  • Average Account Value
    $177,627
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Certified Planners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Angelica K. Kangas
CRD#: 2876429
2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA 94583
96
Wealthminder
score

Angelica Kangas (CRD# 2876429) is an Investment Advisor Representative working at Certified Planners, Inc. in San Ramon, CA and has over 7 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.

2
Anna M. Miller
CRD#: 2540947
2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA 94583
93
Wealthminder
score

Anna Miller (CRD# 2540947) is an Investment Advisor Representative working at Certified Planners, Inc. in San Ramon, CA and has over 21 years of experience in the finance industry.

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