Planmember Financial

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6187 Carpinteria Ave
Carpinteria, CA 93013
+1 (800) 874-6910
http://www.planmember.com

Planmember Financial, situated in Carpinteria, CA, specializes in providing tailored retirement planning solutions for individuals and families, public educators, and mission-driven organizations. With over 30 years of experience, Planmember Financial offers a comprehensive Four-Part Planning System to guide clients through their financial journey.

Through their network of nearly 500 skilled financial professionals across all 50 states, Planmember Financial delivers personalized attention and a range of investment programs to help clients secure a prosperous retirement. They have served more than 4,200 employer organizations nationwide, emphasizing individualized analysis, advice, progress review, and ongoing support to build financial confidence.

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Reviews

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3.041 reviews
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Tom C.
10/21/2025

A Plan Member associate responded to addressed my concern in a timely and professional manner. I have always been satisfied with the financial services that I have received while I have been a...

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Gary P.
11/27/2025

Became a member in early 80's as a teacher and continued monthly investments through 2004 when I retired as a district superintendent. Service has always been top notch and the investment return...

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Judy C.
11/20/2025

I use Planmember Financial for my financial needs. I have been very pleased with my financial planner and he has invested my money wisely. I contacted PlanMember today about a technical problem...

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Jane Sargent S.
10/10/2025

Rep was knowledgeable, polite, and patient with my lack of tech skills! He walked me through the questionaire.

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Joe S.
11/8/2025

Terrible customer service. They attempted to accelerate the payments on my loan for no reason other than they felt like it. This company is evil.

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