Visalia, CA Office

Ashley Gibson is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and having six years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co., as well as ownership of IronRose Financial and Insurance Services. She is also a board member of Networking for Women, an organization providing networking services for women. PlanMember Securities Corporation offers 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 combined with risk-based mutual fund portfolios and provides education and support services to plan sponsors and participants.

Mihai Petrascu is a financial advisor with PlanMember Securities Corporation, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Cetera and is also involved with Pine, Pedroncelli, & Aguilar, Inc., where he serves as a senior staff accountant providing tax preparation and business consulting services. Additionally, he operates as an independent insurance agent offering life and annuity product recommendations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering risk-based mutual fund portfolios ranging from conservative to aggressive. The firm supports plan sponsors and participants through education, personalized planning, and separation counseling.

Vance Sanchez is a financial advisor with PlanMember Securities Corporation based in Visalia, CA. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Ameriprise Financial Services and self-employed investment and insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering investment options through its asset allocation portfolios. The firm emphasizes a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios with regular rebalancing.