A complete list of active advisors currently associated with Certified Planners, Inc.

Warmer can help you find a great advisor at Certified Planners, Inc. or one who fits your needs even better.

Certified Planners, Inc. provides discretionary portfolio management through its AIM (Active Investment Management) program, along with written financial plans and ad hoc consultations for individuals, trusts, estates, corporations, and ERISA retirement plan participants. The firm serves both everyday individual clients and higher‑net‑worth households, delivering regular performance reports and periodic review meetings. The firm’s investment approach combines fundamental and cyclical security analysis with a tactical asset allocation framework, uses daily monitoring and low‑to‑moderate turnover, and typically constructs portfolios from mutual funds and ETFs while also permitting individual equities, bonds, annuities, and other instruments. For retirement accounts the adviser team operates as fiduciaries under applicable law and implements ongoing discretionary rebalancing and annual reviews to align portfolios with client objectives. A distinctive feature is that the firm’s principal maintains a separate estate‑planning law practice that shares office space and client referrals with the advisory business, a relationship the brochure identifies as creating potential conflicts of interest. The firm is a small, long‑established two‑advisor team managing about $197 million in discretionary assets; its advisers also hold insurance licenses and CFP credentials, which may affect product recommendations and compensation.

To learn more about the advisors currently working at Certified Planners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.