We Help Navigate the Future: A 4-Step Plan for Success

PlanMember is committed to improving the lives of members, employers and partners

Sometimes, good ideas do become reality.
PlanMember is one of those ideas.

Conceived more than two decades ago by founder and CEO Jon Ziehl, PlanMember has grown into a multi-subsidiary corporation that provides retirement planning  services to nonprofit and for-profit employers and their employees.

PlanMember is committed to helping individual investors access high quality retirement planning services and investment choices, so they can prepare to live the life they dream of in retirement.

Headquartered in Carpinteria, California, just south of Santa Barbara, PlanMember is a full service retirement and investment firm with a single focus. Our well-known industry expertise and solid infrastructure have led to a new phase of growth and success. Thousands of members, hundreds of registered representatives, and a growing national network of employers are all part of the PlanMember family.

We invite you to take a closer look at PlanMember. Call (800) 874-6910 to become a member or to learn more about becoming a partner.

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Securities and advisory services offered through PlanMember Securities Corporation
A registered broker/dealer, investment advisor and member FINRA / SIPC
6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910
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