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In the early 1980s, Jon Ziehl, the founder and CEO of PlanMember, observed that educators like his father, a retired public school superintendent, didn\u2019t have the level of retirement plan services and investment choices available to employees of private corporations.<\/span><\/p>\n So Jon, a University of Southern California graduate and financial advisor, put a plan in motion to establish PlanMember in order to give hard-working educators, like his dad, the high-quality retirement and investment options they were lacking. The company continues to deliver on that goal by providing institutional-quality investments and services to individuals in the educational and nonprofit markets.\u00a0<\/span><\/p>\n Now more than 35 years later, PlanMember is a full-service financial firm with a focus on retirement planning. Headquartered in Carpinteria, California, just south of Santa Barbara, securities-licensed financial professionals, employers and clients join the PlanMember<\/a> family daily through a network of partnerships.<\/span><\/p>\n PlanMember’s employer group footprint has expanded to over 4,000 educational, nonprofit and association relationships across the country. With nearly 40 independently-owned PlanMember Financial Centers and 500 independent financial professionals, the company plans to expand to 80 Financial Centers within several years.<\/p>\n <\/p>\n Offering personalized service to employers, employees and other individual investors, PlanMember Financial Centers provide a high level of service in their regional markets. Both clients and representatives are supported by PlanMember\u2019s Service Center which is staffed with securities-licensed associates with extensive experience addressing the concerns of both financial professionals and clients.\u00a0<\/span><\/p>\n Innovation is at the heart of PlanMember’s retirement and investment solutions which are developed following a long-term strategic approach. The PlanMember Program, featuring a unique four-part planning system, broad investment choice and knowledgeable professionals, sets the industry standard for helping clients plan for a secure retirement. Proud to be a pioneer in the retirement plan marketplace, continually raising the bar and expanding into new markets, PlanMember serves more people, partners and organizations every year.<\/span><\/p>\n <\/p>\n Today, PlanMember continues to earn accolades, including being named:<\/p>\n PlanMember\u2019s distribution partners are critical to its ability to provide exceptional, localized service across the country. The PlanMember Financial Center model, together with their affiliated financial professionals, is supported by a stable infrastructure built to withstand even the most challenging market conditions. <\/span><\/p>\n During the coronavirus pandemic, every one of more than 180 full-time employees continues to function at full capacity following a proven business continuity plan. The service center is handling calls and inquiries from clients, representatives and employers, and transactional processing is experiencing zero interruptions. Every employee has retained their position and even sales activity is at nearly normal levels, contributing to the financial and operational stability of the company and a bright future.\u00a0<\/span><\/p>\n For more information, visit planmember.com\/financial<\/a>, call<\/span>\u00a0<\/span>(800) 874-6910, or explore\u00a0<\/span>current career opportunities<\/a>. <\/span><\/p>\nA national network of Financial Centers and partnerships<\/h3>\n
Where PlanMember is headed<\/h3>\n
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