STATE OF CALIFORNIA
DEPARTMENT OF REAL ESTATE

In reviewing a licensee's information, please be aware that license discipline information may have been removed from a licensee's record pursuant to Business & Professions Code Section 10083.2 (c). However, discipline information may be available from the California Department of Real Estate upon submittal of a request, or by calling the Department's public information line at 1-877-373-4542.
The license information shown below represents public information. It will not reflect pending licensing changes which are being reviewed for subsequent updating. Although the business and mailing addresses of real estate licensees are included, this information is not intended for mass mailing purposes.
Some historical disciplinary action documents may not be in compliance with certain accessibility functions. For assistance with these documents, please contact the Department's Licensing Flag Section.

License information taken from records of the Department of Real Estate on 6/9/2026 12:50:22 AM

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License Type:	CORPORATION
Name:	Planners Financial Services Inc
Mailing Address:	3 DANA CT SCOTTS VALLEY, CA 95066
License ID:	01047196
Expiration Date:	10/02/09
License Status:	EXPIRED
Corporation License Issued:	10/03/89 (Unofficial -- taken from secondary records)
Former Name(s):	NO FORMER NAMES
Main Office:	NO CURRENT MAIN OFFICE ADDRESS ON FILE
Licensed Officer(s):	DESIGNATED OFFICER 00550047 - Expiration Date: 10/02/09 O Leary, Robert T OFFICER LICENSE EXPIRED AS OF 10/03/09
DBA	1st Rate Mortgage ACTIVE FROM 05/14/1997 TO 03/27/2008
	Planners Financial Services ACTIVE AS OF 10/03/1989
	Planners Mortgage ACTIVE AS OF 10/03/1989
Branches:	NO CURRENT BRANCHES
Comment:	NO DISCIPLINARY ACTION
	NO OTHER PUBLIC COMMENTS
	>>>> Public information request complete <<<<