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Certified Planners, Inc.

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3 reviews
+1 (925) 553-7200
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We've moved our office to the Center Plaza Building in San Ramon!
We've moved our office to the Center Plaza Building in San Ramon!
2333 San Ramon Valley Blvd Ste 185
San Ramon, CA 94583
+1 (925) 553-7200
http://www.certifiedplannersinc.com

History

Certified Planners, Inc. has been providing investment advisory services since 1987 and was incorporated in 1993.

Specialties

Certified Planners, Inc. is an independent, fee based Registered Investment Advisory firm. We provide comprehensive financial planning and wealth management services to individuals and small business owners.

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Reviews

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3.53 reviews
Photo of Ron L.
Ron L.
3/8/2014

I have been a client for a long time and this review is overdue. What I like most about CP is how they have a small team of advisors that work together. Reassuring to know there is always someone...

Read more on Yelp
Amber L.
12/30/2013

This firm was referred to us by numerous retirees, but they did not live up to anything we were promised. During the 2008 real estate downfall, this company lost us $65K in less than 3 months...

Read more on Yelp
phillip b.
5/30/2013

We have been with this Inc. since my husband retired in 1996. The staff are very helpful whenever you need it.. The stock went up and down time to time, but we have never been disappointed with...

Read more on Yelp
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United States›California›San Ramon›Certified Planners, Inc.

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