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Angelica Karmene Kangas

CERTIFIED PLANNERS, INC.·SAN RAMON, California
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2333 SAN RAMON VALLEY BLVD. STE 185, SAN RAMON, CA 94583CRD# 2876429Firm CRD# 105364
01

About

Angelica Karmene Kangas is a registered financial advisor based in SAN RAMON, California, affiliated with CERTIFIED PLANNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CERTIFIED PLANNERS, INC.
CERTIFIED PLANNERS, INC.
AUM
$161M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CERTIFIED PLANNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2876429
Firm CRD# 105364
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Angelica Karmene Kangas offer?
Angelica Karmene Kangas specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Angelica Karmene Kangas's credentials?
Angelica Karmene Kangas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angelica Karmene Kangas located?
Angelica Karmene Kangas is based in SAN RAMON, California, working with CERTIFIED PLANNERS, INC.. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Angelica Karmene Kangas charge for services?
Angelica Karmene Kangas's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERTIFIED PLANNERS, INC.?
CERTIFIED PLANNERS, INC. has approximately 7 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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