Chad Hufford of Veritas Wealth Management, Anchorage, has announced his affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in the state of Alaska.
PlanMember, with $7bn in assets, specializes in the fee-based 403(b), 457(b), and 401(k) marketplace.
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By co-branding with PlanMember as a Financial Center, established independent advisors such as Chad Hufford can tap the support resources and preferred market access of a national company while maintaining their own local identity.
PlanMember has established 28 successful Financial Centers in 17 states, with a goal of expanding to 80 nationally.
Hufford has seven years’ experience as a PlanMember representative. With more than $70m of assets under management, Veritas Wealth Management helps more than a thousand individual and corporate clients throughout Alaska, including hospitals and school systems statewide.
Through PlanMember Services, Veritas Wealth Management sells and services the company’s eligible qualified investments, focusing on helping clients not just save but truly plan for their financial future.
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By GlobalDataHufford said, "Our philosophy is based on planning for a client’s specific financial needs. We encourage them to use patience and discipline and we support them with education as we guide our clients along the path to financial independence. Becoming a PlanMember Financial Center will give us access to even more resources that will help us expand our services and reach more people."
PlanMember founder and CEO Jon Ziehl added, "The affiliation with Veritas Wealth Management supports PlanMember’s plans for expanding its Financial Center business model across the country, and we’re looking forward to a successful long-term relationship."
PlanMember is a nationally recognized broker/dealer, investment advisor, and member of FINRA/SIPC, providing retirement planning to the public education and non-profit sectors for over two decades.
PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California.
