Angelica
Kangas
Certified Planners, Inc
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About this Advisor
Angelica Kangas is a financial advisor based in San Ramon, California, working with Certified Planners, Inc. Angelica has previously held a position at Certified Planners, Inc. Angelica has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Angelica is part of Certified Planners, Inc, which operates out of San Ramon, California. The firm has 7 employees and manages assets totaling $161.2 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Certified Planners, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Certified Planners, Inc Brokerage Details
$161,234,202
7
601
$268,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Angelica Kangas Work History
Certified Planners, Inc
Disclosures
Please visit the SEC profile of Angelica Kangas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Certified Planners, Inc
San Ramon, CA
San Ramon, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
