Certified Planners
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
2333 San Ramon Valley Blvd Ste 185, San ...Phone Number
(925) 553-7200Website
www.certifiedplannersinc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Certified Planners
Certified Planners, Inc. is an independent, fee-based Registered Investment Advisory firm specializing in wealth management and retirement planning tailored to clients' lifestyle goals. They employ a holistic approach to financial planning, focusing on identifying gaps and pooling resources to achieve comprehensive financial objectives. The firm emphasizes building strong, trust-based relationships with clients, ensuring they are informed and supported in navigating market challenges. Their services include monitoring and managing wealth to help clients maintain financial independence and achieve their desired lifestyle both before and after retirement.Explore more
Certified Planners Org Chart
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Certified Planners is experiencing very low activity levels compared to other companies in the Finance sector.
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Certified Planners, Inc. is an independent, fee-based Registered Investment Advisory firm specializing in wealth management and retirement planning tailored to clients' lifestyle goals. They employ a holistic approach to financial planning, focusing on identifying gaps and pooling resources to achieve comprehensive financial objectives. The firm em... Read More
