VENTURA, Calif., July 7, 2021 /PRNewswire/ -- Randy Patrick
and Luke King, partners at Mindful
Wealth Planners, are pleased to announce the opening of their new
office space as an independent PlanMember Financial Center located
in Ventura's Harbor district. As a
new PlanMember Financial Center, Mindful Wealth Planners will
expand retirement and investment planning and financial education
opportunities to investors throughout the area.
Mindful Wealth Planners Opens PlanMember Financial Center in
Ventura, CA
"I'm excited to partner with Luke," says Mindful Wealth Planners
founder Randy Patrick. "Luke and I
have known each other since we were two years old. We enjoy the
work and we enjoy working together, and we have a shared vision to
empower people to live in the present while creating financial
security for the future."
Why Mindfulness Matters
Mindfulness is essential to the level of service that Randy and
Luke provide their clients. They believe that wealth should provide
a sense of security rather than be a source of stress. Their
approach is to help each of their clients identify their values and
cultivate habits to achieve their financial goals. Working closely
with each client, they create a values-based plan and help develop
positive financial habits. Through this process, Randy and Luke
empower their clients to live in alignment with their values and to
prepare them for the certainty of uncertainty.
PlanMember, with more than $15
billion in assets, specializes in the 403(b), 457(b) and
401(k) marketplace. By partnering with PlanMember as a Financial
Center, established independent advisors such as Mindful Wealth
Planners can tap the support resources and preferred market access
of a national company while maintaining their own local identity.
To date, PlanMember has established nearly 40 successful Financial
Centers in 20 states, with a goal of expanding to 80 Financial
Centers nationwide.
"The affiliation with Mindful Wealth Planners supports
PlanMember's ongoing efforts to expand our Financial Center
business model across the country," says Jon Ziehl, President and CEO of PlanMember, "and
we're looking forward to a successful long-term relationship."
About PlanMember: For more than three decades
PlanMember Financial Corporation, through its operating
subsidiaries, has provided personalized retirement planning and
administrative services to public and private sector employers and
employees utilizing a broad selection of investment programs. The
company is headquartered in Carpinteria,
CA.
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SOURCE PlanMember Securities