CERTIFIED PLANNERS, INC.

2333 San Ramon Valley Blvd. Ste 185
San Ramon, California 94583
Tel: 925-553-7200

About CERTIFIED PLANNERS, INC.

CERTIFIED PLANNERS, INC, formally registered with the SEC as CERTIFIED PLANNERS, INC. The firm was established in 05/18/1989. They have over 1 offices throughout the country.

CERTIFIED PLANNERS, INC. is a San Ramon, California based Financial Planning firm with nearly $161,234,202 assets under management, offering retirement planning & investment advisory services to 601 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105364
SEC#	801-34450
Assets Managed by Firm	$161,234,202
No. of Clients	601
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	601	$161,234,202
Individuals (other than high net worth individuals)	160	$69,427,090
High net worth individuals	46	$91,421,103
Corporations or other businesses	2	$386,009

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