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Certified Planners
Certified Planners was established in 1987 as a US-based wealth manager. It serves a range of client types including individuals, trusts, estates, corporations...
Certified Planners
Certified Planners was established in 1987 as a US-based wealth manager. It serves a range of client types including individuals, trusts, estates, corporations and ERISA plan participants. The firm supplies discretionary asset management together with advisory services centered on lifestyle goal planning and portfolio analysis. No specific asset-class allocations, named holdings or geographic deployment details are recorded. No professionals count, additional offices or recent operational events from the last 24 months are available in source material.
General information
Firm type
Bank / Wealth / Trust
Year founded
1987
Location
Region
North America
Country
United States
City
San Ramon
Corporate office
San Ramon, United States
Frequently asked questions
What services does Certified Planners provide?
The firm offers discretionary asset management and advisory services focused on lifestyle goal planning and investment portfolio analysis.
Which clients does Certified Planners serve?
Services extend to individuals, trusts, estates, corporations and ERISA plan participants.
Where is Certified Planners based?
The firm is headquartered in San Ramon, United States.
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