PlanMember Financial Corporation is a financial services firm founded in 1982, headquartered in Carpinteria, California. It provides investment and retirement planning services, primarily targeting educators and corporate clients. PlanMember offers a range of financial products and advisory services through its network of financial advisors and centers. Their unique selling proposition is providing educators with corporate-level retirement plan services, making them a leader among independent broker-dealers. They manage over $16 billion in assets and serve hundreds of thousands of clients nationwide[1][2].