CARPINTERIA, Calif.--(BUSINESS WIRE)--Robert Torrie and John Urrutia of Teachers Tax Service, Rancho Mirage, Calif., announce their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of non-profits in the Coachella Valley area.
PlanMember, with over $10 billion in assets, specializes in the fee-based 403(b), 457(b), and 401(k) marketplace. By co-branding with PlanMember as a Financial Center, established independent advisors such as Bob Torrie and John Urrutia can tap the support resources and preferred market access of a national company while maintaining their own local identity. PlanMember has established 31 successful Financial Centers in 19 states, with a goal of expanding to 80 nationally.
For more than 25 years, Teachers Tax Service has provided retirement, estate, investment, insurance, and tax planning services to more than 1,700 clients in school districts and non-profits throughout the Coachella Valley.
A Coachella Valley resident since 1969, John has cultivated trusted relationships with clients throughout his career. “I’ve always enjoyed helping others, and I cherish the opportunity to help educators,” said Urrutia. “I look forward to employing PlanMember’s impressive array of products and services to help my clients invest for a meaningful and enjoyable retirement.”
Robert Torrie founded Teachers Tax Service in 1990 with his wife Judy, both former professional educators. “Though I no longer teach students I still consider myself an educator,” said Torrie. “Now I focus on helping educators with all aspects of their financial and tax needs. PlanMember is an indispensable partner in that mission.”
“The affiliation with Teachers Tax Service supports PlanMember’s plans for expanding its Financial Center business model across the country,” said Jon Ziehl, founder and CEO of PlanMember, “and we’re looking forward to a 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.