Conceived more than two decades ago by founder and CEO Jon Ziehl, PlanMember has grown into a multi-subsidiary corporation that provides retirement planning services to nonprofit and for-profit employers and their employees, investment solutions to members, and opportunities for improved success for financial professionals at all career stages.
Headquartered in Carpinteria, California, just south of Santa Barbara, PlanMember is a full service retirement and investment firm. We help individual investors plan for their retirement with access to institutional investment choices so they can prepare to live the life they dream of in retirement. With decades of industry experience and a special commitment to nonprofit employers and employees, PlanMember continues to innovate solutions and strengthen and expand our solid infrastructure. This has resulted in our current expansion efforts across the country.
Thousands of members, hundreds of financial professionals, a growing national network of independently owned and operated PlanMember Financial Centers and hundreds of employees are all part of the PlanMember family.
We invite independent advisors, established groups and advisor-entrepreneurs to take a closer look at PlanMember and the many opportunities available. Call (800) 874-6910, ext. 2553 or contact our recruiting team to learn more about joining PlanMember.