Fourth Point Wealth Opens PlanMember Financial Center in Newport Beach
CARPINTERIA, Calif.--(BUSINESS WIRE)--Sep 6, 2018--Chris Janeway of Fourth Point Wealth in Newport Beach is pleased to announce his affiliation with PlanMember Securities Corporation as a new PlanMember Financial Center, expanding retirement, investment planning and financial education opportunities for investors, including educators and employees of nonprofit organizations in Newport Beach and the surrounding area.
PlanMember, with over $11 billion in assets, specializes in the fee-based 403(b), 457(b), and 401(k) marketplace. By partnering with PlanMember as a Financial Center, established independent advisors such as Fourth Point Wealth can tap the support resources and preferred market access of a national company while maintaining their own local identity. To date, PlanMember has established 35 successful Financial Centers in 19 states, with a goal of expanding to 80 nationally.
After 10 years as an advisor with PlanMember’s Santa Barbara Financial Group, Chris Janeway opened Fourth Point Wealth in April 2018. He is a Certified Plan Fiduciary Advisor (CPFA) and is part of Dave Ramsey’s SmartVestor Pro (SVP) program.* In September of 2011, Chris was named to the “40 Under 40” list by the Pacific Coast Business Times, honoring the top 40 business professionals under the age of 40 in the Tri-County region.
“I started Fourth Point Wealth to integrate a client-focused, relationship-based service model with low-cost, up-to-date technology platforms for clients,” Janeway said. “So often, our financial futures are on unstable footing. We believe the key to enhancing client outcomes is coaching our clients so they understand exactly how they’re invested and why, making the whole structure much more stable.”
“Chris has been affiliated with PlanMember since 2008,” said Jon Ziehl, founder and CEO of PlanMember, “but his opening of a new Financial Center in Newport Beach marks a new direction for him and we’re looking forward to continuing our successful long-term relationship.”
PlanMember is a nationally recognized broker/dealer, investment advisor, and member of FINRA/SIPC, providing retirement planning to the public education and non-profit sectors for over three decades. PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California.
* Pacific Coast Business Times, September 2011
View source version on businesswire.com:https://www.businesswire.com/news/home/20180906005668/en/
CONTACT: Fourth Point Wealth
Chris Janeway, 949-662-8090
Richard Ford, 800-874-6910 x2400
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: PROFESSIONAL SERVICES BANKING CONSULTING FINANCE
SOURCE: PlanMember Securities Corporation
Copyright Business Wire 2018.
PUB: 09/06/2018 11:11 AM/DISC: 09/06/2018 11:11 AM