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Homepage : Certified Planners, Inc.

We Moved Our Office Location! After 20 years in Bishop Ranch, we moved our office to the Center Plaza building in San Ramon on October 31, 2014. It's a beautiful location with easy parking and access to Highway 680, from the Crow Canyon exit. The City of San Ramon is moving forward with the City Center Project. That includes plans to turn Bishop Ranch 2 into a downtown destination for San Ramon. Our new address and phone numbers can be found under Contact Us! 2014 Annual Investor's Meeting. This process ...

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CONTACTS AT CERTIFIEDPLANNERSINC.COM

Certified Planners, Inc.

Angie Kangas

2694 Bish●●●●●●●●● Ste. 240

San●●●mon , California, 94583

US

1.92●●●●1246
1.92●●●●0847
co●●●●●●●@certifiedplannersinc.com

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Certified Planners, Inc.

Angie Kangas

2694 Bish●●●●●●●●● Ste. 240

San●●●mon , California, 94583

US

1.92●●●●1246
1.92●●●●0847
co●●●●●●●@certifiedplannersinc.com

View this contact

Certified Planners, Inc.

Angie Kangas

2694 Bish●●●●●●●●● Ste. 240

San●●●mon , California, 94583

US

1.92●●●●1246
1.92●●●●0847
co●●●●●●●@certifiedplannersinc.com

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Homepage : Certified Planners, Inc. | certifiedplannersinc.com Reviews
<META>
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We Moved Our Office Location! After 20 years in Bishop Ranch, we moved our office to the Center Plaza building in San Ramon on October 31, 2014. It's a beautiful location with easy parking and access to Highway 680, from the Crow Canyon exit. The City of San Ramon is moving forward with the City Center Project. That includes plans to turn Bishop Ranch 2 into a downtown destination for San Ramon. Our new address and phone numbers can be found under Contact Us! 2014 Annual Investor's Meeting. This process ...
<META>
KEYWORDS
1 www.certifiedplannersinc.com
2 Bishop Ranch 2 2694 Bishop Drive
3 Suite 240 San Ramon
4 CA 94583 925.866.1246 925.830.0847
5 Certified planners inc
6 Center Plaza 2333 San Ramon Valley Blvd Suite 185 San Ramon
7 CA 94583 Phone: 925.553.7200 Fax: 925.553.7775
8 A. MARI MILLER
9 ESQ.
10 Angie Kangas
CONTENT
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about us,our company,our services,our process,our team,client center,account access,meet our team,san ramon,privacy notice,regulatory disclosure,sipc
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Homepage : Certified Planners, Inc. | certifiedplannersinc.com Reviews

https://certifiedplannersinc.com

We Moved Our Office Location! After 20 years in Bishop Ranch, we moved our office to the Center Plaza building in San Ramon on October 31, 2014. It's a beautiful location with easy parking and access to Highway 680, from the Crow Canyon exit. The City of San Ramon is moving forward with the City Center Project. That includes plans to turn Bishop Ranch 2 into a downtown destination for San Ramon. Our new address and phone numbers can be found under Contact Us! 2014 Annual Investor's Meeting. This process ...

INTERNAL PAGES

certifiedplannersinc.com certifiedplannersinc.com
1

Homepage : Certified Planners, Inc.

http://www.certifiedplannersinc.com/homepage

We Moved Our Office Location! After 20 years in Bishop Ranch, we moved our office to the Center Plaza building in San Ramon. It's a beautiful location with easy parking and access to Highway 680 (from the Crow Canyon exit). Our new address and phone numbers can be found under Contact Us! 2015 Annual Investor's Meeting. We are thrilled by the positive feedback we received on the food, wine, and our keynote speaker. Thank you to everyone who attended and made this year's event a great success! We use a hol...

2

Our Services : Certified Planners, Inc.

http://www.certifiedplannersinc.com/services

Our Selection of Financial Services. Whether you need advice on a specific financial issue or need assistance with a comprehensive planning, we can put together a road map for your specific goals, implement the plan, and monitor its progress. Common areas of advice:. If you are in need of limited financial planning advice, you can obtain our services á la carte for $300 an hour, but we feel you'll find greater value in our all-inclusive program. Active Investment Management Program ("AIM").

3

Account Access : Certified Planners, Inc.

http://www.certifiedplannersinc.com/account-access

Fidelity Investments Life Insurance Company. PLEASE NOTE: These links are being provided as a convenience and does not imply Certified Planners, Inc. sponsors or approves any of these sites. When you access one of these external links, you are leaving the Certified Planners, Inc. website. Center Plaza building 2333 San Ramon Valley Blvd. Securities and Advisory services offered through No Broker/Dealer. A registered investment advisor. Member FINRA. Registered in the following states: California (CA).

4

Our Company : Certified Planners, Inc.

http://www.certifiedplannersinc.com/company

The Team of Professionals at Certified Planners, Inc. believes you and your family work hard to accumulate wealth for your future. Our goal is to help you enjoy financial independence and maintain your current lifestyle. We specialize in comprehensive financial planning based on your lifestyle. Goals (before and after retirement). A customized plan maps out your vision of retirement, including what you need, what you want, and what you wish for. Center Plaza building 2333 San Ramon Valley Blvd. Securitie...

5

Our Team : Certified Planners, Inc.

http://www.certifiedplannersinc.com/team

A MARI MILLER, ESQ. PRESIDENT, INVESTMENT ADVISOR ASSOCIATE. ANGIE KANGAS, CFP. VICE PRESIDENT, INVESTMENT ADVISOR ASSOCIATE. The Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER , which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Center Plaza building 2333 San Ramon Valley Blvd. Registered in the following states: California (CA).

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certifiedplannersinc.com certifiedplannersinc.com

Homepage : Certified Planners, Inc.

We Moved Our Office Location! After 20 years in Bishop Ranch, we moved our office to the Center Plaza building in San Ramon on October 31, 2014. It's a beautiful location with easy parking and access to Highway 680, from the Crow Canyon exit. The City of San Ramon is moving forward with the City Center Project. That includes plans to turn Bishop Ranch 2 into a downtown destination for San Ramon. Our new address and phone numbers can be found under Contact Us! 2014 Annual Investor's Meeting. This process ...

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