Certified Planners Information

View Top Employees from Certified Planners

Certified Planners is a financial services company based out of 2680 Bishop Dr # 206, San Ramon, California, United States.

Website	http://www.certifiedplannersinc.com
Revenue	$24 million
Employees	19 (3 on RocketReach)
Address	2333 San Ramon Valley Blvd Ste 185, San Ramon, California 94583, US
Phone	+1 925-553-7200
Fax	(925) 553-7775
Technologies	JavaScript , HTML , Twitter +18 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Wealth Management, Financial Planning, Financial Advisor, Financial Services, Retirement Planning, Wealth Advisor, Investment Planning, Investment Advisor, Portfolio Management, Estate Planning, Retirement Advisor, Financial Consulting, Tax Planning, Estate Advisor, Investment Management, Tax Advisor, Retirement Consulting, Estate Consulting, Long-Term Care Planning, Tax Consulting
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, Betterment, Wealthfront, Personal Capital, Financial Planning Association of WNY +42 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies

Certified Planners Questions

What is the annual revenue of Certified Planners?

The Certified Planners annual revenue was $24 million in 2026.

How many people are employed at Certified Planners?

3 people are employed at Certified Planners.

Where is Certified Planners based?

Certified Planners is based in San Ramon, California.

What is the NAICS code for Certified Planners?

The NAICS codes for Certified Planners are [52, 52393, 5239, 523].

What is the SIC code for Certified Planners?

The SIC codes for Certified Planners are [628, 62].

Top Certified Planners Employees

Angie Kangas

CFP® professional at Certified Planners

San Ramon, CA, US
1
- certifiedplannersinc.com
4
- +1 504-896-XXXX
- +1 925-858-XXXX
- +1 925-838-XXXX
- +1 925-389-XXXX
Laura Obrien

Certified Financial Planner at Certified Planners

San Ramon, CA, US
1
- certifiedplannersinc.com
1
- +1 925-216-XXXX

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