CARPINTERIA, California, August 9, 2022 /PRNewswire/ — PlanMember Financial Corporation is pleased to announce the opening of its new financial center, CWM Financial Group in Pittsburgh, PA. The new Financial Center is managed by Jack Conway, who has been a licensed securities financial services professional for 27 years. CWM Financial’s team of nine financial professionals provides holistic financial planning, including retirement planning, tax planning and estate planning, to educators, business groups and individual investors throughout the area.
Conway Wealth Management was founded in 2015 by Jack Conway with a mission to make a positive difference in the global financial lives of its clients. “Our team of financial professionals helps people at every stage of their lives,” says Mr. Conway. “We want to help our clients retire with dignity and help them plan for their retirement.” To learn more about Conway Wealth Management, go to www.planmember.com/cwm.
PlanMember announces the opening of its 42nd Financial Center
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PlanMember, with more than 17 billion dollars in assets, specializes in the 403(b), 457(b) and 401(k) market. To date, PlanMember has established 42 financial centers in 24 states, with the goal of expanding to 80 financial centers nationwide.
“We are very excited to partner with Jack,” he says Jon Ziehl, President and CEO of PlanMember. “and the affiliation with CWM Financial supports PlanMember’s continued efforts to extend our financial center business model the united states.”
About PlanMember: For more than three decades, PlanMember Financial Corporation, through its operating subsidiaries, has provided customized retirement planning and administration services to private and public sector employers and employees through a wide selection of investment programs. The company is based in Carpinteria, CA
Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment adviser and member FINRA/SIPC. CWM Financial and PlanMember Securities Corporation are independently owned and operated companies.
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