CERTIFIED PLANNERS, INC.

SAN RAMON, California·3 registered advisors·CRD# 105364
SEC# 801-344500925-553-7200
01

Firm Overview

AUM
$161M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CERTIFIED PLANNERS, INC.

3 registered advisors
Angelica Karmene Kangas
SAN RAMON, California
Anna Mari Miller
SAN RAMON, California
Ramon Jose Miller
SAN RAMON, California
05

Office Locations

SAN RAMON, California
3 advisors

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Data sourced from SEC Form ADV filings. CERTIFIED PLANNERS, INC. (CRD# 105364) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.