PlanMember
Angel Sugleris has worked in the financial services industry since 1984, specializing in Operations and Human Resources. She studied Business Administration at the University of Phoenix, Santa Barbara City College and Santa Barbara Business College. She currently oversees employment, compensation, training, employee relations, benefits and facilities at PlanMember. She earned her Certification as a Professional in Human Resources (PHR) from the Human Resource Certification Institute (HRCI) and her SHRM-CP from the Society of Human Resource Management (SHRM). Angel Sugleris is a member of both the Society of Human Resource Management (SHRM) and the Santa Barbara Human Resource Association (SBHRA) and is an active volunteer in the community. She holds her series 6 and 26 securities licenses as well as various ASPA designations.
PlanMember
PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA.