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Address

10085 Carroll Canyon Rd, Suite 150
San Diego, CA 92131

Phone

(858) 546-1046

~Est. 1982~

Contact
Details

Address: 10085 Carroll Canyon Road, Suite 150
San Diego, CA 92131
Phone: (858) 546-1046

Financial planning programs and investment advisor services offered through Superior Planning, LLC, a Registered Investment Advisor. Securities offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013, (800) 874-6910, a broker/dealer, member FINRA/SIPC. Additional investment advisory services offered through Carmel Capital Partners, LLC, a Registered Investment Advisor for select clients. Superior Planning, LLC, PlanMember Securities Corporation, and Carmel Capital Partners, LLC are independent, non-affiliated entities. Superior Planning, LLC and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Superior Planning, LLC or this representative. For additional information regarding Superior Planning, LLC, Carmel Capital Partners, LLC, and PlanMember Securities Corporation you may also refer to the Investment Advisor Public Disclosure website at www.adviserinfo.sec.gov. For additional information regarding Superior Planning, LLC, please go to our IAPD site at: https://adviserinfo.sec.gov/firm/summary/130711.

Securities offered through registered representatives of PlanMember Securities Corporation member FINRA/SIPC. For additional information regarding PlanMember Securities Corporation you may also refer to the Broker-Dealer Public Disclosure website at https://brokercheck.finra.org/