We Help Navigate the Future: A 4-Step Plan for Success
People

We think the people at PlanMember are the best

PlanMember brings together talented, service-minded people to support its members and partners. With the savvy of a premier investing partner and the friendly nature of a family-owned business, PlanMember helps to set the industry standard for customer service excellence.

PlanMember’s management team are trusted professionals. Led by seasoned executives who have an average 25 years of industry experience, PlanMember sets the bar for quality leadership. From marketing and operations to investment strategy and customer service, the team at PlanMember is a winning one.

Our people have answers. PlanMember’s toll-free, in-house customer service center is staffed with an energetic crew of licensed and well-trained professionals who address the needs of partners and members promptly, and with a smile.

PlanMember Financial Advisors are at your service. Registered in all 50 states, PlanMember’s network of financial advisors and PlanMember Financial Centers have a wealth of experience and knowledge, and offer the products clients want and need. 

The most important PlanMember people are our members, who live and work across the country. We are privileged to help them plan their futures, today.

Call us at (800) 874-6910 to learn more about becoming a member or distribution partner.

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Securities and advisory services offered through PlanMember Securities Corporation
A registered broker/dealer, investment advisor and member FINRA / SIPC
6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910
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