TRANSPARENCYHOA

Independent Planning Management

A California HOA management company . Manages 14 verified HOA associations tracked via CA SOS + TransparencyHOA.

DRE status

No DRE

Sourced from TransparencyHOA

HOA associations

Verified HOA associations

County peers

Active firms in this area

Google rating

—

Not yet matched on Google

CA SOS + TransparencyHOA entity record. Independent Planning Management is linked to 14 HOA associations verified via CA SOS + TransparencyHOA.

HOA association portfolio

Source · CA SOS + TransparencyHOA · 14 associations

Total associations

Verified via CA SOS + TransparencyHOA records.

Showing below

Sample records shown.

Counties served

—

Based on association locations.

01 PD Piedmont Avenue Lofts Owners Association Concord
02 PD 320 Parkview Terrace, Inc. Livermore
03 PD 94 Bayo Vista Avenue Homeowners Association San Ramon
04 CONDO Chetwood Gardens Condominium Association San Leandro
05 CONDO Park Sequoia Condominium Association Livermore
06 PD The Grand Lake Executive Residences Homeowners' Association San Ramon
07 PD 151 Lakeside Drive Owner'S Association San Ramon
08 PD Green Gables Homeowners Association —
09 CONDO The York Towers Condominium Association, Inc. —
10 PD Lake Terrace Homeowners Association —
11 PD Jayne Manor Association —
12 PD One Fifty Five Pearl Association San Ramon
13 CONDO Oakpoint Condominium Homeowners' Association —

Showing 13 of 14 associations. Data from CA SOS + TransparencyHOA.

Show all 14 associations

Piedmont Avenue Lofts Owners Association · Concord
320 Parkview Terrace, Inc. · Livermore
94 Bayo Vista Avenue Homeowners Association · San Ramon
Chetwood Gardens Condominium Association · San Leandro
Park Sequoia Condominium Association · Livermore
The Grand Lake Executive Residences Homeowners' Association · San Ramon
151 Lakeside Drive Owner'S Association · San Ramon
Green Gables Homeowners Association
The York Towers Condominium Association, Inc.
Lake Terrace Homeowners Association
Jayne Manor Association
One Fifty Five Pearl Association · San Ramon
Oakpoint Condominium Homeowners' Association

DRE enforcement record

Source · California Department of Real Estate

No DRE enforcement actions on record

No administrative actions or disciplinary orders have been published against this licence in California Department of Real Estate enforcement records.

Board due diligence checklist

For shortlisting HOA management firms

Licence status	No licence record on file. Verify directly with California Department of Real Estate.
Enforcement record	No enforcement actions found in public records as of May 18, 2026.
E&O insurance	Request proof of Errors & Omissions and general liability coverage directly from the firm — not tracked in public records.
Contract terms	Review termination notice period, management fee structure, and full scope of services before signing.
References	Ask for 2–3 current board president contacts from comparable communities.

This checklist covers publicly verifiable items only. Always obtain and review a complete management contract, certificate of insurance, and professional references before making a final selection.

Data sourced from CA DRE corporate broker records and CA SOS SI-CID filings. Page generated May 18, 2026. This page is provided for shortlisting and initial verification purposes only and does not constitute a recommendation or endorsement. Verify all licence, enforcement, and contact details directly with the relevant regulatory authority before entering into a management contract.