​​Join the Fourth Point Team

As an independent financial professional, finding the right opportunity can be challenging.

If you’re ready to join a team in order to begin or grow your financial services practice, let’s talk. At Fourth Point Wealth, you’ll receive the kind of opportunities and support you’ve been looking for. Located in Newport Beach, California, our firm is part of the national network of independently owned and operated PlanMember Financial Centers, where independence is honored and encouraged. We enjoy the support and stability of a well-established infrastructure built to support financial professionals with extensive training, business development, technology, product development and operational excellence. And by affiliating with us, you’ll have access to one of the industry’s most generous business succession programs so that you and your beneficiaries can continue to earn income after you retire.

Marketing support that helps your practice and income grow

• Take advantage of our advisor retirement strategy designed to help grow and streamline your practice AND that could provide income for up to 20 years after retirement, disability or death (payable to beneficiaries).
• Access PlanMember’s Marketing Department to provide you with customized business development campaigns designed specifically for your local markets.
• Access to strategic partnerships with public schools, nonprofit employers and employee prospects throughout Orange County. PlanMember’s turn-key business development approach is constructed to help grow your business and assist you with your current business model.

Training, technology and a business model for success

• Grow with a team approach. Fourth Point Wealth provides you with the opportunity to collaborate with peers and benefit from training and support, while enjoying the independence of growing and servicing your own book of business.
• Access a wide variety of professionally managed mutual fund accounts, annuity options and other investment programs all consolidated on one platform, application, website and service center support.
• Utilize innovative planning software, at no cost to you, designed to help clients create a “road map” to retirement.
• Receive your own customized website that links to the 4thpointwealth.com home page and provides access to account information, interactive planning tools and educational material at no additional cost.
• Receive infrastructure assistance for processing all paperwork, client events, practice management technology and our system for successfully growing your practice and enhancing client relationships.