Planned Solutions, Inc.

Joel Ransford is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Planned Solutions, Inc. He previously worked at Securities Service Network, Inc. for four years. In addition to advising, he is involved in tax preparation and planning services at Planned Solutions, where he also holds a shareholder and director role. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes model asset-allocation portfolios guided by capital markets forecasts and technical analysis, with distinct in-house tax expertise integrated into its advisory approach.

Catherine Dunnam is a financial advisor with Planned Solutions, Inc., holding a Series 66 designation and 18 years of industry experience. She has worked at Planned Solutions since 2015 and previously spent 11 years with Securities Service Network, Inc. Dunnam also serves as a director at Planned Solutions and at Smith, Robertson & Johnson Insurance Services. Planned Solutions, Inc. offers discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a diverse client base, including individuals, high-net-worth clients, trusts, and business entities. The firm employs model portfolios guided by strategic and tactical asset allocation, supported by in-house tax expertise and a formal capital-markets valuation approach.

Chase Armer is a CFP® with 24 years of industry experience, currently serving at Planned Solutions, Inc. since 2002. His prior experience includes 16 years with Securities Service Network Inc. He is active in the community as president of the Rancho Cordova Rotary Club Foundation and serves as treasurer of the Rancho Murieta Men's Golf Club. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a range of clients including individuals, high-net-worth clients, and charitable organizations. The firm uses model asset-allocation portfolios combined with strategic and tactical asset allocation, supported by in-house tax expertise and formal capital-markets valuation techniques.

Scott Mcintyre is a CFP® with 26 years of experience in the financial services industry. He has worked at Planned Solutions, Inc. since 2008 and was previously with Securities Service Network from 2009 to 2018. Mcintyre serves on the board of directors for the Santa Fe Botanical Garden. Planned Solutions, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, income tax preparation, and insurance implementation. The firm employs model asset-allocation portfolios guided by capital markets forecasts, econometric models, and technical analysis, with an in-house tax expertise that supports integrated financial and tax planning services.

Daryl Wong is a CFP® and holds a Series 66 license with 17 years of industry experience. He is affiliated with Planned Solutions, Inc. and Smith, Robertson & Johnson Insurance Services, where he has worked since 2016. Wong serves as the Director of Career Development for the Financial Planning Association, Sacramento. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a range of clients including individuals, high-net-worth clients, and business entities. The firm utilizes model asset-allocation portfolios combined with strategic and tactical asset allocation, supported by in-house tax expertise and formal capital markets valuation techniques.

Shannon Druivenga is a financial advisor at Planned Solutions, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Securities Service Network, Inc. and Smith, Robertson & Johnson. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs model asset-allocation portfolios supported by capital markets forecasts and econometric models, and offers integrated tax and advisory services uncommon among similar teams.