Redlands, CA Office

Team
Updated today

Client AUM

$9,191,414,427

Clients

69,441

Advisors

2

Of 431 advisors across 173 offices

Location

301 9th Street, Suite 221

Redlands CA 92374

Advisors at this office

2

Advisors at this office

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Hien H

Series 63, Series 65

Redlands, CA

Planmember Securities Corporation

Hien Huynh is a financial advisor at PlanMember Securities Corporation with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Parsonex Securities and Parsonex Insurance Agency. Outside of his advisory role, he coordinates a community-based cooperative that partners with local farmers and companies to provide organic and sustainable products. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm provides education and support through seminars, personalized planning, and participant services while acting as an ERISA Section 3(38) fiduciary for many plans.

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

Series 63, Series 66

Redlands, CA

Planmember Securities Corporation

Albert Munoz is a financial advisor with PlanMember Securities Corporation in Redlands, CA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with PlanMember since 2003 and also serves as an independent insurance agent and a director and treasurer of The Grove School, where he chairs the finance committee. 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 employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, and it supports clients with education, seminars, personalized planning, and separation counseling.

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