Frequently Asked Questions (FAQ) About
Certified Planners Inc
- Where is Certified Planners Inc Located
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2333 SAN RAMON VALLEY BLVD. STE 185, SAN RAMON, CA
- Certified Planners Inc: Is the firm operating under a legal name?
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The firm is using the following primary business name: Certified Planners Inc, while the legal name is: CERTIFIED PLANNERS, INC.
- Certified Planners Inc: How many employees does the firm employ?
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Certified Planners Inc has 4 employees, of which 2 are employees in advisory roles
- Certified Planners Inc: How many clients does the firm serve?
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The number of clients served by it is unknown.
- Certified Planners Inc: What other investment firms are located in the vicinity?
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Context Capital Management LLC Willner & Heller LLC Gasber Financial Advisors Inc Prosperity Financial Group Inc Trilogy Capital Inc Nassau Coramerica LLC Main Street Research LLC Endurant Capital Management LP Garrison Point Funds LLC Partners FOR Growth Managers LLC