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2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-07-03 |
Branch Locations
2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Certified Planners, Inc. | San Ramon | CA | 08/1995 | Present |
As of 10-23-17, Angie became individually licensed as an insurance agent. She operates out of her investment advisory office in San Ramon, CA. She is currently only performing insurance sales in conjunction with investment advisory services provided to clients of Certified Planners, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-02 |
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