Market Overview

Penwell Treta Wealth Management Opens PlanMember Financial Center in Ft. Worth

Share:

David Penwell and Rich Treta of Penwell Treta Wealth
Management (PTWM)
in Ft. Worth, are pleased to announce their
affiliation with PlanMember Securities Corporation as a new
PlanMember Financial Center, expanding retirement, investment planning
and financial education opportunities for educators and employees of
nonprofit organizations in the Dallas - Ft. Worth area. PTWM has over 67
years of combined experience in the financial services industry.

PlanMember, with over $11 billion in assets, specializes in the
fee-based 403(b), 457(b), and 401(k) marketplace. PlanMember is
certified to offer 403(b) products for the Texas Teachers Retirement
System. By partnering with PlanMember as a Financial Center, established
independent advisors such as PTWM can tap the support resources and
preferred market access of a national company while maintaining their
own local identity. To date, PlanMember has established 34 successful
Financial Centers in 19 states, with a goal of expanding to 80
nationally.

Penwell has 25 years as a financial planner. He obtained his CLU® in
1997 and ChFC® in 2005.

"As a PlanMember Financial Center," said Penwell, "we'll be able to tap
into one of the best designed plans for educators around. The
professionally managed PlanMember platform—403(b), 457(b), and
401(k)—gives our clients complete control over their money, at all
stages of their career."

Treta's career spans 32 years. He earned his CFP® designation in 1994
and started working with David Penwell in 2009.

"We feel choosing to partner with PlanMember will be extremely
beneficial for our clients and our practice. PlanMember's independent
and robust investment platforms, combined with a superior back office
client support system, is the perfect fit for what we are trying to
provide to our personal and business clients," Treta added.

"The affiliation with PTWM supports PlanMember's ideas for expanding its
Financial Center business model to new markets across the country," said
Jon Ziehl, founder and CEO of PlanMember.

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.

View Comments and Join the Discussion!