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Juan G
Series 63, Series 66
Clovis, CA
Planmember Securities Corporation
Juan Garza II is a financial advisor at PlanMember Securities Corporation with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at PlanMember since 2019. Outside of his advisory role, Garza receives residual income as an independent contractor for lobbying and advocacy services through Townsend Public Affairs, Inc. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education and personalized retirement planning services.
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