Angelica K. Kangas

CERTIFIED PLANNERS

San Ramon, CA 94583

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CRD#: 2876429

Professional summary

Angelica Karmene Kangas, CFP®, who also goes by Angelica Or Angie Barreto, Angie Kangas, is a registered financial advisor currently at CERTIFIED PLANNERS, INC. located in San Ramon, California.

Angelica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Angelica has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angelica Or Angie Barreto | Angie Kangas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angelica Karmene Kangas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 3, 2009 - Present

CERTIFIED PLANNERS, INC.

Office #1: 2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA 94583

RIA

CRD#: 105364

San Ramon, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CERTIFIED PLANNERS, INC.

CERTIFIED PLANNERS INC | CERTIFIED PLANNERS, INC.

CRD#: 105364 / SEC#: 801-34450

RIA

Registered Investment Advisory firm - (5/18/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/3/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/2009

Uniform Investment Adviser Law Examination

Current Firm

CERTIFIED PLANNERS, INC.

CERTIFIED PLANNERS INC | CERTIFIED PLANNERS, INC.

CRD#: 105364 / SEC#: 801-34450

RIA

Registered Investment Advisory firm - (5/18/1989 Approved)

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Contact information

Main Address

2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA 94583

Mailing Address

Phone number

(925) 553-7200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CPI ADV PART 2A & 2B (3/21/2025)

Regulatory assets under management

Total Number of Accounts	551
AUM (Assets Under Management)	$ 173,519,250

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Angelica K. Kangas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angelica Karmene Kangas's CRS (Customer Relationship Summary).

Certified licenses

Experience

CERTIFIED PLANNERS, INC.

Primary Firm SEC Registration

CERTIFIED PLANNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2009

Current Firm

CERTIFIED PLANNERS, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CERTIFIED PLANNERS, INC.

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