PlanMember
Erick Martinez is an experienced financial services representative at PlanMember Financial Corporation since February 2023, specializing in client support and investment account management. Prior to this role, Erick served as a dining room server at Osunas Mexican Restaurant from May 2016 to August 2023, demonstrating multitasking abilities and customer service excellence. Additionally, as a First Generation Initiative intern at the University of California, Santa Cruz, in early 2021, Erick managed the organization's digital presence and drove creative initiatives for first-generation students. As a student supervisor at College Nine & Ten Dining Hall from November 2017 to March 2020, Erick developed leadership and conflict resolution skills while overseeing daily operations. Erick holds a Bachelor of Arts degree in Psychology and Economics from the University of California, Santa Cruz, earned in 2021.
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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.