Campbell Financial Advisor Earns Industry Award

Doris Wang, an advisor for PlanMember Financial Corp in Campbell, has been nominated for the first Elite Advisor Award, an annual recognition of excellence in the 403(b) and 457(b) retirement industry. 

The 2014 award is sponsored by the National Tax-Deferred Savings Association (NTSA).

 “The National Tax-Deferred Savings Association created the Elite Advisor Award to coincide with the celebration of our 25th anniversary,” said NTSA Executive Director Chris DeGrassi. “It will become an annual recognition of the best practitioners in our profession of helping people prepare for a comfortable retirement.”

Wang is a financial professional at PlanMember Securities Corporation, a broker-dealer with 450 registered representatives nationwide. 

She has held an industry securities registration for 16 years and works through Employee Benefits Services Group in Campbell. She has spent more than a decade working exclusively to provide information and financial counseling to educators.

“Doris Wang exemplifies the level of excellence that makes PlanMember a national leader in retirement planning for education professionals and non-profits,” said PlanMember CEO Jon Ziehl. “She was selected from a slate of more than 50 candidates, and we’re immensely proud of her accomplishment.”

 Founded and headquartered in Carpinteria, PlanMember Financial Corp. is a retirement planning company that has been serving individual investors and employer groups for more than two decades. 

For more information about PlanMember’s retirement solutions, visit www.planmember.com.

 For more information about the Employee Benefits Services Group, Inc., go towww.ebenefitsservices.net.