CARPINTERIA, Calif., December 8, 2022 /PRNewswire/ — PlanMember Financial Corporation is pleased to announce the opening of a new financial center located at Fresno, CaliforniaAGAPE Planning Partners, owned and managed by Nathan MoorePCP® a financial planner who has been a licensed financial services professional for 23 years. AGAPE’s team of finance professionals offers retirement planning, tax planning, and estate planning to educators, employer groups, and individual investors around the world. United States.
AGAPE Planning Partners was founded by Nathan Moore in 2008 with a focus on providing effective stewardship strategies for their clients. “We are committed to making financial literacy accessible to all of our clients, with a particular focus on professional women.” said Mr. Moore. “A recent study[1] indicates that while 48% of women are confident in their finances, only 28% feel empowered. The mission of our Financial Center is to empower our clients.” To learn more, visit www.appwealth.com.
PlanMember, with over $15 billion in assets, specializes in the 403(b), 457(b) and 401(k) market. To date, PlanMember has established 44 financial centers in 24 states, with a goal of expanding to 80 financial centers nationwide.
“We are very happy to partner with Nathan,” says Jon Ziehl, President and CEO of PlanMember. “The affiliation with AGAPE Planning Partners supports PlanMember’s continued efforts to expand our financial center business model across the country. We look forward to a long and successful relationship.”
About PlanMember: For more than three decades, PlanMember Financial Corporation, through its operating subsidiaries, has provided personalized retirement planning and administration services to public and private sector employers and employees using a wide selection of placement. The company is headquartered in Carpinteria, California.
Securities and advisory services are offered by PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment adviser and Member FINRA/SIPC. AGAPE Planning Partners and PlanMember Securities Corporation are independently owned and operated companies.
[1] Bank of America, Women, trust in money: a relationship for life, June 2022.
SOURCE Plan Participant Securities
