CERTIFIED PLANNERS

Certified Planners, Inc. was founded in 1987 by Ramon "Ray" Miller because he felt there was a need for a company who honored an exemplary code of ethics and let their clients take center stage. He believed the opportunity for financial success increases when clients are educated to make informed decisions... Certified Planners, Inc. is an independent, fee based Registered Investment Advisory firm. We specialize in wealth management and retirement planning based on your lifestyle goals... The Team of Professionals at Certified Planners, Inc. believes you and your family work hard to accumulate wealth for your future. Our goal is to help you enjoy financial independence and maintain your current lifestyle.

Also known as: Certified Planners, Inc

Primary location: San Ramon United States