PlanMember
Jose Martinez has a background in various roles such as Bank Teller, Supervisor, and Administrative Assistant. Jose has experience in data entry, inventory control, shipping and receiving, and customer service. Jose holds a Bachelor of Science in Business Administration from California State University Channel Islands, an Associate's degree in Economics and Business from Santa Barbara City College, and a High School Diploma from Dos Pueblos Senior High School.
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.