Angelica Kangas
Certified Planners · San Ramon, California
Angelica Kangas is a fee-only financial advisor at Certified Planners in San Ramon, California, who holds the CFP credential. Certified Planners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Certified Planners |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $196.6M across 536 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2876429 |
| Exams passed | Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.certifiedplannersinc.com |
| Profile |
How Angelica's firm compares
- Certified Planners's average account is about $367,000, from its Form ADV (assets managed divided by 536 accounts).
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Questions about Angelica
Is Angelica Kangas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angelica holds no broker registration, and Certified Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angelica charge for financial advice?
Angelica's firm, Certified Planners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Angelica Kangas based?
Angelica Kangas is based in San Ramon, California.
What credentials does Angelica Kangas hold?
Angelica Kangas holds the CFP credential.
Is Angelica Kangas registered with the SEC?
Yes. Angelica Kangas is registered as an investment adviser representative in CA (CRD 2876429), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Certified Planners manage?
Certified Planners reports $196.6M across 536 accounts in assets under management.
How do I contact Angelica Kangas?
Through Angelica's website, www.certifiedplannersinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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