CERTIFIED PLANNERS, INC.
CRD #105364 SEC #801-34450 SAN RAMON, CA 925-553-7200
SEC Registered
Total AUM
$173.5M
Discretionary
$173.5M
Employees
7
Clients
101
Accounts
551
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| KANGAS, ANGELICA, KARMENE | I | VP/SECRETARY | NA | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, ANNA, MARI | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | NA | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | NA | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | NA | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | NA | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | NA | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | NA | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | NA | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | NA | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | NA | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| ANNA MARI MILLER REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | E | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | D | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | D | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | D | Control |
| MILLER, RAMON, JOSE | I | PRESIDENT | D | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, ANNA, MARI | I | VICE PRESIDENT | B | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| 2010 KANGAS FAMILY REVOCABLE TRUST | DE | SHAREHOLDER | A | Control |
| KANGAS, ANGELICA, KARMENE | I | SECRETARY | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| KANGAS, ANGELICA, KARMENE | I | 2010 KANGAS FAMILY REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
| MILLER, ANNA, MARI | I | ANNA MARI MILLER REVOCABLE TRUST | E | Control |
Registrations
Federal
IA
Jun 2, 2025 REGISTERED
Notice Filings (5)
AZ CA OR TX WA
Address
2333 SAN RAMON VALLEY BLVD. STE 185SAN RAMON, CA 94583
United States
Phone: 925-553-7200