CERTIFIED PLANNERS, INC.
SEC file number 801-34450
· SAN RAMON, CA
https://certifiedplannersinc.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$161.2M
Discretionary AUM
$161.2M
Employees
7
Clients
—
Firm
- Address
- 2333 SAN RAMON VALLEY BLVD. STE 185
SAN RAMON, CA 94583 - Phone
- —
- Website
- https://certifiedplannersinc.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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