Certified Planners, Inc. is a small investment advisory firm headquartered in San Ramon, CA, with one office. With a team of eight employees, two of whom specialize in investment advisory services, the company offers comprehensive financial planning and investment management solutions to individual and employer 401K clients. The firm boasts an impressive average of approximately $74,570,000 in assets under management per investment advisor, aligning with industry standards. Certified Planners, Inc. employs a diverse compensation structure that includes methods such as a percentage of assets under management and hourly charges. Th...