Certified Planners, Inc.

United States; California United States
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Seed Round
Current fund size
$ 136,772,912
Industry focus
Description
Certified Planners, Inc. is a financial planning and investment advisory firm providing personalized strategies for wealth management, retirement planning, and financial security to individuals and businesses.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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Financial Services
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