# CERTIFIED PLANNERS, INC.

CERTIFIED PLANNERS, INC. of SAN  RAMON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105364
- Type: SEC-registered investment adviser
- SEC file number: 801-34450
- Location: 2333 SAN RAMON VALLEY BLVD. STE 185, SAN  RAMON, CA, 94583
- Phone: 925-553-7200
- Latest filing: 2026-01-14
- Regulatory AUM: $196.6M
- Discretionary AUM: $196.6M
- Clients: 2
- Accounts: 536

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105364/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105364/similar
- Related entities: https://search.stillhousedata.com/firm/105364/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105364

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.