CERTIFIED PLANNERS, INC.
Tel: 925-553-7200 2333 San Ramon Valley Blvd. Ste 185 San Ramon, California 94583
About CERTIFIED PLANNERS, INC.
CERTIFIED PLANNERS, INC. is a San Ramon, California based financial advisory firm with nearly $161,234,202 in assets under management and provides investment advisory services for 601 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
105364
Firm SEC#:
801-34450
Assets Under Management:
$161,234,202
No. of Clients:
601
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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