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Building 2CERTIFIED PLANNERS, INC.

Map pinSAN RAMON, CA
Phone925-553-7200
NotebookSEC #801-34450
Total AUM
$196.6M
Employees
2
Clients
188

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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