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).
Current Firm Details
By the Numbers
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Total Assets Under Management161MILLION
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Total Number of Accounts601ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, WA
Financial Advisors at Certified Planners, Inc.
1
Angelica Kangas (CRD# 2876429) is an Investment Advisor Representative working at Certified Planners, Inc. in San Ramon, CA and has over 15 years of experience in the finance industry.
2
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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