# Certified Planners

Certified Planners is a Bank / Wealth / Trust based in San Ramon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Ramon, United States
- **Region:** North America
- **Address:** San Ramon, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** certifiedplannersinc.com
- **LinkedIn:** https://www.linkedin.com/company/certified-planners

## Regulatory record

- **CRD number:** 105364
- **SEC file number:** 801-34450
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105364

## About

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.

## 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.

## Related profiles

- [Certeza Fund Advisors](https://altss.com/profile/certeza-fund-advisors)
- [Certina](https://altss.com/profile/certina)

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Last updated: 2026-06-03T20:00:00.000Z

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