PlanMember Financial Corporation
Financial ServicesCalifornia, United States201-500 Employees
PlanMember Financial Corporation is a financial services firm based in Carpinteria, California, specializing in retirement planning solutions for nonprofit and for‑profit employers, associations, unions, and membership groups. The company offers a broad range of investment choices and supports individuals and groups with integrated retirement planning and asset allocation products, including plans for 403(b) and 457(b) programs, as well as ongoing service, compliance, and administrative support through its partner network. Its model emphasizes collaboration with financial professionals and employer groups, providing training, development, and technology-assisted back‑office support to facilitate plan design, implementation, and ongoing management. With a footprint of multiple regionally based financial centers and a national representation, PlanMember operates as a broker/dealer, investment advisory, and administrative services provider through its subsidiaries. A notable recent development includes partnerships and leadership appointments intended to expand its service offerings and capabilities within the retirement planning market.
1-888-653-2347 
support@leadiq.com 
