Certified Planners Information

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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	20 (3 on RocketReach)
Address	2333 San Ramon Valley Blvd Ste 185, San Ramon, California 94583, US
Phone	+1 925-866-1246
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 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies

Certified Planners Questions

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

3 people are employed at Certified Planners.

Certified Planners is based in San Ramon, California.

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

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