Agoura Hills, CA Office

Salleh Beitollahi is a CFP® professional at PlanMember Securities Corporation with six years of industry experience. He has held roles at Legacy Financial Group, Calmont Insurance Services, and other financial and real estate-related firms. Outside of advisory work, he is also active as a real estate sales agent and broker. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) and offering participant-level investment options through its asset allocation portfolios. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, seminars, and personalized retirement planning.

Blake Douvros is a financial advisor at PlanMember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Onyx Wealth Management LLC, Legacy Financial Group, and operates a personal insurance products sales business. Outside of finance, he has experience as a digital asset specialist in retail and e-commerce graphic design. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual-fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Arman Vafi is a financial advisor with PlanMember Securities Corporation in Agoura Hills, CA, holding Series 65 and Series 63 licenses with seven years of industry experience. He has operated as an independent agent since 2005 and has worked with firms including Pacific Summit Financial Inc. and Legacy Financial. Outside of his advisory roles, he is also involved in real estate sales and insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) and offering a range of participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios from conservative to aggressive.

Sam Farhoumand is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Strategic Investors Group, Inc. since 2021 and has been associated with PlanMember Securities Corporation and Legacy Financial since 2017. Farhoumand also serves as a power of attorney and temporary company officer for a family-owned marketing company. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach to managing mutual fund portfolios and offers education and support services including personalized retirement planning and participant-level investment options.

Michael Jacoby is a financial advisor at PlanMember Securities Corporation with 5 years of industry experience. He holds Series 63 and Series 65 designations and has worked at PlanMember since 2020. In addition to his advisory roles, Jacoby is involved in the hospitality industry as a server at Saddle Peak Lodge. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing unitized, risk-based mutual-fund portfolios and offers educational support including seminars and personalized retirement planning.

Gregory Nostrant is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. He has two years of industry experience and concurrently manages digital marketing roles at Gooding & Company and Nostrant Marketing. Prior to joining PlanMember, he worked at several firms including the Wilshire Law Firm and Alley Group. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios ranging from conservative to aggressive.

Lynze Douvros is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Legacy Financial Group, Inc. and PlanMember Securities Corporation since 2019, and has operated her own insurance sales business under the name Lynze Hostetter since 2015. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework, offering risk-based mutual fund portfolios and a range of educational and support services to plan sponsors and participants.

Abraham Galvez is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory roles since 2023. Outside of finance, he is co-owner and accountant of NewHorizonsDMS, LLC, a digital marketing and accounting business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation process with risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

Steven Duplain is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Legacy Financial Group and Alphastar Capital Management, and serves as a managing member and agent of Humanitas LLC, a life insurance agency. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.