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Our Company

Our Philosophy004-compass

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.

We specialize in comprehensive financial planning based on your lifestyle goals (before and after retirement). A customized plan maps out your vision of retirement, including what you need, what you want, and what you wish for.

Of course, your investment portfolio plays a crucial role in funding your lifestyle goals. It provides the gas in your car that helps you get to where you want to be. While we all know the markets can be volatile, we believe in a disciplined investment approach that includes designing a portfolio based on your individual risk tolerance, monitoring and rebalancing your portfolio to preserve your assets, while taking advantage of opportunities for growth.

Before you start driving down the road to financial security and independence, you should be equipped with a financial roadmap and an eye on the gas. Ultimately, we believe that proper planning coupled with active portfolio management will help you determine what you could do now to give you the best chance of reaching your goals in the future. This is the first step to protecting your financial!

Our Firm History

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.

From this comes our mission: to provide a common sense, easy-to-understand investment philosophy that offers the greatest value to our clients.

Ray's vision included a team of hard-working individuals with a high level of integrity and a passion for helping people. He partnered with Mari Miller, his daughter, who joined the advisory team in 1994. Mari is also an estate planning attorney and established a law practice that provides comprehensive estate planning services. Angie Kangas became part of the team in 1995 and later made partner. Over the last 20 years, they have worked together to help clients achieve their financial and lifestyle goals through many different economic cycles.

As managing partners, Mari and Angie are committed to carrying on our founder's mission and legacy.