#USA #Rancho Cucamonga #PlanMember #SoCal Wealth

PlanMember Expands Its Reach with SoCal Wealth Solutions

PlanMember has recently announced the opening of its newest independent financial center, SoCal Wealth Solutions, in Rancho Cucamonga, California. This center aims to enhance financial management services for locals, particularly educators and various school employees in the Southern California region.

A Visionary Leader

Founded by Scott Carlin, who boasts over three decades of experience in the financial sector, SoCal Wealth is dedicated to addressing the unique needs of its clients. Under Scott's leadership, the team focuses on assisting community members in effectively managing their finances while simplifying the often complex process of retirement planning. According to Scott, “We take pride in serving our community members and helping them effectively manage their hard-earned funds while navigating the complexities of retirement planning.”

The services provided by SoCal Wealth encompass a wide range of financial strategies tailored not only for retirement but for achieving long-term financial goals and building generational wealth for clients and their families.

Collaborating for a Greater Purpose

SoCal Wealth Solutions collaborates with the Fringe Benefits Consortium (FBC) to provide the FBC Model Plan to school district employees across San Diego and San Bernardino counties. This partnership not only allows them to offer robust retirement planning services but positions them as authoritative financial coaches for navigating various financial challenges. As an FBC-authorized financial advisor, Scott Carlin is well-equipped to offer comprehensive solutions tailored to the distinctive requirements of his clientele.

“The FBC-authorized financial advisors are a key component of our strategy to support school district employees in southern California,” remarks Jon Ziehl, President and CEO of PlanMember. “We’re thrilled to welcome SoCal Wealth as our newest PlanMember Financial Center and expand the services available to educators and local residents.”

A Solid Financial Foundation

PlanMember Financial Corporation has established itself as a leader in retirement planning, hosting over 50 independent financial centers across 25 states. With assets exceeding $20 billion, it is committed to empowering financial advisors and meeting client needs with excellence. The aim is to expand these independent centers to a total of 80 nationwide, democratizing access to customized financial services.

About PlanMember

For more than 30 years, PlanMember has provided personalized retirement planning and administrative services for both public and private sector employers and employees. The company prides itself on offering a diverse array of investment programs tailored to meet various financial requirements. Its headquarters is based in Carpinteria, California.

To discover more about PlanMember and its initiatives, including the newly launched SoCal Wealth Solutions, you can visit their official website at PlanMember Financial.

Securities Disclaimer

Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker/dealer and investment advisor, which is a member of FINRA/SIPC. Both SoCal Wealth Solutions and PlanMember Securities Corporation operate as independently owned and managed entities.