Angelica Kangas has been VP/Secretary of Certified Planners since December 2008, is a control person of the firm and directly owns under 5% of it. Angelica Kangas holds a Bachelor of Science in Business Administration with an emphasis in Finance and a minor in Economics from California State University, East Bay.
Certified Planners, Inc. is a San Ramon, CA firm with $197M under management, 188 clients and 2 advisers in one office, as of its January 2026 filing.
Angie Kangas is Vice President of Certified Planners, Inc., based in San Ramon, CA. She joined the firm in 1995. She is also a Notary Public for the State of California and a member of the Financial Planning Association.
- Certified Planners, Inc.Current– present · 17 yearsSan Ramon, CA · Adviser representative · Firm CRD 105364
Professional designations
Listed by Certified Planners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Angelica Kangas is registered as an investment adviser representative in California, since July 2009.
- CaliforniaSince 3 July 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Angelica Karmene Kangas
- CRD
- 2876429
- Firm
- Certified Planners · CRD 105364
- Role
- VP/Secretary
- Office
- 2333 SAN RAMON VALLEY BLVD. STE 185, San Ramon, CA 94583
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- certifiedplannersinc.com
Where does Angelica Kangas work?
Angelica Kangas has been VP/Secretary of Certified Planners, Inc. since December 2008, and is a control person of the firm.
Is Angelica Kangas a financial advisor?
Yes. Angelica Kangas has a current investment-adviser registration in California, through Certified Planners since July 2009.
How many years of experience does Angelica Kangas have?
Angelica Kangas has 17 years in the financial industry, since July 2009, across 1 adviser firm.
What exams has Angelica Kangas passed?
Angelica Kangas passed the Series 65 in July 2009.
Where is Angelica Kangas based?
Angelica Kangas’ registered office is in San Ramon, CA.
Is Angelica Kangas registered with FINRA?
No. Angelica Kangas has no current broker registration.
Is Angelica Kangas a CFP?
Certified Planners lists Angelica Kangas with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Angelica Kangas’ record?
Search CRD 2876429 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angelica Kangas’ full registration record.
