Certified Planners, Inc.

CRD 105364 · San Ramon, CA · $196.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 105364
SEC number: 801-34450
Firm type: RIA
Assets under management: $196.6M as of Jan 14, 2026
Website: www.certifiedplannersinc.com ↗
Phone: 925-553-7200
Address: 2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA, 94583

Advisors at this firm

2 in our index · page 1 of 1

Angelica Karmene KangasCRD 2876429 · San Ramon, CA

IA Registered
Anna Mari MillerCRD 2540947 · San Ramon, CA

IA Registered

Source & corrections

Where this page comes from

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