Certified Planners, Inc.

Certified Planners, Inc. (CRD# 105364) is a financial advisory firm headquartered in San Ramon, CA. They manage $161,234,202 in 601 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $268,277
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
The map below shows states where this firm has explicit registration only.

CA, TX, WA

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

Angelica Kangas (CRD# 2876429) is an Investment Advisor Representative working at Certified Planners, Inc. in San Ramon, CA and has over 14 years of experience in the finance industry.

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

Anna Miller (CRD# 2540947) is an Investment Advisor Representative working at Certified Planners, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.

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