Certified Planners, Inc.
Business details
- Category
- Financial Services · Financial planner
- Address
- 2333 San Ramon Valley Blvd Ste 185, San Ramon, CA 94583
- Phone
- (925) 553-7200
- Website
- certifiedplannersinc.com
- County
- Contra Costa County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Certified Planners, Inc. is a financial planning firm in San Ramon serving individuals and families across the East Bay. We help clients build clear, practical plans for their long-term financial goals, from everyday budgeting and investing to planning for retirement.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your life. We take time to explain each step in plain language, so you always know the reasoning behind the plan.
Whether you are just getting started or refining an established strategy, we aim to be a steady, trustworthy partner for the years ahead.
Visit our website to learn more about our services and get started.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your life. We take time to explain each step in plain language, so you always know the reasoning behind the plan.
Whether you are just getting started or refining an established strategy, we aim to be a steady, trustworthy partner for the years ahead.
Visit our website to learn more about our services and get started.