About PlanMember

PlanMember was founded on the belief that individuals deserve the same level of investment expertise and services as the nation’s most affluent investors. Our goal is to make a positive difference in the lives of our members, partners and employees.

Located in Carpinteria, California just south of Santa Barbara, PlanMember has been helping members nationwide save for a secure retirement for more than two decades.

PlanMember’s unique membership opportunity offers a platform of products and membership services designed to meet the needs of educators and non-profit employees.

• More than 90,000 customer accounts
• Approximately $2 billion in assets
• Nearly 400 Registered Representatives nationwide

The PlanMember Services Program
Our complete retirement planning system helps you create a strategy based on your unique financial needs. The simple four-step planning system takes the mystery out of retirement planning and provides a proven approach to retirement planning.

Click to find a PlanMember Registered Representative near you.