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CERTIFIED PLANNERS, INC.
CRD 105364 · SEC 801-34450
2333 SAN RAMON VALLEY BLVD. STE 185, SAN RAMON, CA, 94583, United States
Phone
925-553-7200
Fax
925-553-7775
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$196.6M
Discretionary AUM
$196.6M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $57.3M |
| High net worth individuals | 60 | $138.8M |
| Corporations/business entities | 2 | $520K |
States served
CA, WA
All web addresses on file
Official SEC filing: View on IAPD