After 20 years in Bishop Ranch, we moved our office to the Center Plaza building in San Ramon. It's a beautiful location with easy parking and access to Highway 680 (from the Crow Canyon exit). Our new address and phone numbers can be found under Contact Us!
Every November, we go to great lengths to show our appreciation by hosting an upscale educational event for our clients. We enjoy every aspect of the planning from hand selecting the wine to putting together a great menu and showcasing an educational presentation. This year, we invited Seth S. Marks, CIMA®, CAIA, VP, Sector Investment Specialist for Fidelity Investments Institutional Services to share his thoughts on Sector Investing Opportunities. We are thrilled by the positive feedback we received on the food, wine, and our keynote speaker. Thank you to everyone who attended and made this year's event a great success!
Simply click on Contact Us and fill out the information request form. Include how we may be able to help you in the Comments field. We'll be sure to contact you shortly.
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.
We use a holistic approach to help you put your financial house in order. Our financial planning process is comprehensive and involves determining your lifestyle goals and objectives, identifying gaps, and making recommendations to pool your resources together. We also monitor and manage your wealth to assist you in achieving your lifestyle goals (before and after retirement).
This process is a journey. The plan we design is goal oriented and serves as a road map. Your assets serve as the gas in the car that will help you reach the destinations on your map. The plan and your assets work together to accomplish your overall goals.
Today, the markets present a variety of challenges and investors are looking for guidance. As long-term investment advisors, we actively monitor market and economic conditions. We keep our clients informed about our strategy to minimize volatility in their portfolios. Check out the Quarterly Commentary for our take on today’s markets.
Find out more about our philosophy at About Us. We are committed to acting fairly and diligently with a high degree of integrity and objectivity. Our success comes from developing strong partnerships with our clients. These relationships are sustained by trust and loyalty. We value our client relationships and when they recommend us to their friends and family, we take it as a compliment for a job well done.
This site is designed to help you learn more about our firm, our team, and how we work with our clients. Thanks for connecting with us online! Let us know how we can help you.
We know you work hard to accumulate wealth for your future. Our goal is to help you enjoy financial independence and maintain your current lifestyle.
We start with a plan that becomes your road map. We view your portfolio as the gas in the car. Without a map, you may get lost. Without gas, you can't get very far.
Some financial decisions are overwhelming. We work as your advocate and serve as a resource to help you make smart decisions that are right for you.