CERTIFIED PLANNERS, INC. of SAN RAMON, CA is an SEC-registered investment adviser (CRD 105364). Regulatory assets under management: $196.6M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Anna Mari Miller | PRESIDENT, CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Angelica Karmene Kangas | TRUSTEE; VP/SECRETARY | — |
| MILLER ANNA MARI | PRESIDENT, CHIEF COMPLIANCE OFFICER; TRUSTEE; VICE PRESIDENT (+2 more) | — |
| MILLER RAMON JOSE | PRESIDENT; PRESIDENT, CO-CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| KANGAS ANGELICA KARMENE | SECRETARY; TRUSTEE; VP/SECRETARY | — |