​​Join the CALPRO Network 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 CALPRO Network, you’ll receive the kind of opportunities and support you’ve been looking for. Located in San Diego, 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 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

• Access compliance-approved marketing materials such as email campaigns, workshop presentations, flyers, brochures and more, plus a marketing team to support you
• PlanMember’s turn-key business development approach is a top-down strategy designed to help grow your business quickly by providing access a larger potential client group
• Business development campaigns will support your efforts with dedicated teams in the field and at the home office
• With PlanMember’s successful co-branding strategy you’ll enjoy the stability of an established national brand while retaining your independence
• Enjoy exclusive access to customized marketing materials, financial literacy campaigns and other programs designed for your local market
• Utilize a website customized with your experience and areas of focus that provides client account access, interactive planning tools and other financial education resources, all included in your affiliation fee

Training, technology and a business model for success

• Gain leverage from a local team approach. Collaborate with peers and benefit from timely training and strategic collaboration, while still enjoying the independence of owning your own book of business
• Take advantage of individual, complementary specialty programs such as LTC and Life Insurance sales that can help provide you with additional sources of income
• Enjoy a niche market of public schools, colleges and universities, and other nonprofit employers and employee prospects throughout Southern California where we already have relationships
• A broad selection of 403(b), 457(b) and 401(k) retirement, investment and annuity programs meet the needs of both employers and employees offering a variety of managed portfolios to make retirement investing decisions easier for the client
• Learn from our experience how to build your fee-based business that can help give you a consistent and more profitable income stream
• Utilize innovative planning software to create a “road map” to retirement with your clients, at no cost to you

Support that sets you apart from the competition

• A staffed Service Center, available during business hours, will handle inquiries from you and your clients, freeing up your time to focus on sales and providing tangible, efficient back-office support
• Leverage the experience of a firm that services more than 500 financial professionals and nearly 40 Financial Centers nationwide
• Qualified financial professionals enjoy business succession options that can provide income after retirement for you and your beneficiaries for up to 20 years

To find out if this opportunity could provide the opportunity you’ve been waiting for, contact Joe Bauers at (619) 260-0155.