Mililani, HI Office

Team
Updated today
Planmember Securities Corporation logo

Planmember Securities Corporation

Enterprise

Firm-wide stats for Planmember Securities Corporation

Total advisors

429

Across 173 offices

Clients per advisor

162 Very High

Avg AUM per client

$132,363 Very Low

HNW client ratio

1% Very Low

About

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 through its PlanMember Asset Allocation Portfolios. The firm also delivers education and support services to plan sponsors and participants, including a service center, seminars, personalized retirement planning, and separation counseling.

PlanMember’s investment process is built on a top-down strategic asset allocation framework and the management of unitized, risk‑based mutual‑fund portfolios that range from conservative to aggressive. Portfolio decisions rely on an economic framework, portfolio strategy development, mutual fund selection and monitoring, and periodic rebalancing driven by defined Strategic Rebalancing Events.

The firm is a dual registrant—registered as both a broker‑dealer and an investment adviser—and its associated representatives are licensed to sell securities and insurance products, which the brochure notes constitutes a significant portion of their business activity. While PlanMember states it does not take custody of plan assets and relies on third‑party custodians for fee processing, it is affiliated with a transfer‑agent/recordkeeping company and has disclosed prior regulatory settlements (including SEC action related to mutual fund share‑class selection), features that distinguish it from many enterprise peers.

Based on Planmember Securities Corporation

Expertise

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy

Based on Planmember Securities Corporation

Occupation focus

Founder/Business Owner

Based on Planmember Securities Corporation

Location

95 119 Kamehameha Hwy, Suite A

Mililani HI 96789-3393

Advisors at this office

16

Advisors at this office

user avatar

Michael C

Series 65, Series 63

Mililani, HI

Planmember Securities Corporation

Michael Chinen is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked with Chinen & Arinaga Financial Group since 2018 and was previously employed by DoorDash. Outside of his advisory role, he was involved with Inspire International dba Inspire Church for six years. 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 strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Joel K

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Joel Kurata is a financial advisor with PlanMember Securities Corporation in Mililani, HI. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Barret Financial Group, American Pacific Mortgage, and Mann Mortgage, as well as operating a self-employed advisory practice. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Layne T

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Layne Takayama is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at PlanMember since 2011 and has served as Vice President and Treasurer on the board of Chinen & Arinaga Financial Group since 1995. He is also a certified educator with National Benefit Services, providing financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering comprehensive education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

David A

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

David Arakaki is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PlanMember since 2011 and also operates with Chinen & Arinaga Financial Group since 2006. Outside of his advisory work, he participates in the HMSA Quest caregiver program, providing childcare for a disabled child. PlanMember Securities Corporation offers 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 to managing risk-based mutual-fund portfolios and provides extensive education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Martin A

CFP®, ChFC®, Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Martin Arinaga is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has served as a senior vice president and board member of Chinen & Arinaga Financial Group since 1992 and manages CAFG LLC, a commercial office leasing business. Additionally, he is actively involved in nonprofit work as president of the Central Oahu Senior Day Care Center and serves on the board of Walk with a Doc Oahu, a health-focused organization. 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 utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios tailored from conservative to aggressive risk profiles while offering education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Aran H

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Aran Hiromoto is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PlanMember since 2011 and is also vice president of Chinen & Arinaga Financial Group, where he has been involved since 1997. Hiromoto participates as a certified educator with National Benefit Services, delivering financial education presentations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Cody M

CFP®, Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Cody Momohara is a CFP® professional with 15 years of industry experience. He is currently with PlanMember Securities Corporation and Chinen & Arinaga Financial Group. His prior experience includes roles at LPL Financial, Tao Investments Hawai'i, Tsukazaki & Associates LLC, and Commonwealth Financial Network. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

John A

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

John Au is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Planmember Securities since 2011 and has maintained a longstanding role with Chinen & Arinaga Financial Group since 1997. Outside of his advisory work, Au volunteers as an organizer for Shoebox for the Homeless at the Kaneohe Community Family Center and serves as a certified financial education presenter for National Benefit Services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education, support, and personalized retirement planning to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Johnathan L

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Johnathan Lee is an advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at Chinen & Arinaga Financial Group, Inc., PlanMember Securities Corporation, and the Bank of Hawaii. Lee also serves as a certified educator for National Benefit Services, delivering financial education presentations. PlanMember Securities Corporation 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 providing education and support services, including seminars and personalized retirement planning.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Alan C

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Alan Chinen is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with PlanMember and Scarborough Alliance Group since 2011 and has operated Chinen & Arinaga Financial Group since 1992, where he serves as president and chairman. Outside of advisory work, he is involved in local nonprofit activities, including serving as a trustee for the Chinen & Arinaga Charitable Foundation and as vice chairman of The Central In Mililani Foundation. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering risk-based mutual fund portfolios. The firm supports plan sponsors and participants through education, service centers, seminars, and personalized retirement planning.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Darin L

Series 65, Series 63

Mililani, HI

Planmember Securities Corporation

Darin Leong is a financial advisor at PlanMember Securities Corporation with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Chinen & Arinaga Financial Group since 2016. In addition to his advisory role, Leong serves as a certified financial education presenter for National Benefit Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering ERISA Section 3(38) fiduciary oversight and participant-level investment options. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education, support, and separation counseling to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Alexander L

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Alexander Lau is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked with Planmember since 2011 and also maintains a long-term association with Chinen & Arinaga Financial Group. Outside of his advisory roles, Lau serves as an accountant for Hope Chapel West Oahu and delivers financial education presentations as a certified educator for National Benefit Services, LLC. Planmember Securities Corporation 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 employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Cindy A

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Cindy Asuncion is a financial advisor with Planmember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Planmember since 2011 and concurrently serves as a financial advisor at Chinen & Arinaga Financial Group since 2001. Additionally, she conducts financial education presentations as a seminar educator for National Benefit Services. 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 process to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Daniel P

Series 65, Series 63

Mililani, HI

Planmember Securities Corporation

Daniel Peters is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PlanMember since 2016 and is also involved with Chinen & Arinaga Financial Group and his own independent practice. Outside of his advisory roles, Peters serves as a worship pastor at Moanalua Gardens Missionary Church and conducts financial education workshops for Hawaii Department of Education employees. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a top-down strategic asset allocation approach, offering risk-based mutual fund portfolios and educational support to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Brant Y

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Brant Yoshida is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with PlanMember since 2011 and is also involved with Chinen & Arinaga Financial Group and Chuck's Steak & Seafood Restaurant. Additionally, he presents financial education seminars through National Benefit Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for numerous plans. The firm uses a strategic asset allocation framework and risk-based mutual fund portfolios to guide investment decisions and offers educational support and personalized retirement planning to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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