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PlanMember’s Chad Hufford Receives NTSA’s Elite Advisor Award


February 10, 2017—Chad Hufford, a PlanMember Financial Center advisor and president of Veritas Wealth Management in Anchorage, Alaska, has received the 2017 Elite Advisor Award from the National Tax-Deferred Savings Association (NTSA).

The Elite Advisor Award, created in 2014, is an annual recognition of excellence in the 403(b) and 457(b) retirement industry. “The NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, have advanced best-practice standards, advocacy, leadership and legacy in the 403(b) and/or 457(b) retirement business and in so doing have improved American workers ability to build a successful retirement,” said Chris DeGrassi, executive director of NTSA.”

Hufford began his career in the financial services business in 2008. He holds FINRA Securities licenses 7 and 66 as well as life and health insurance licenses. He opened Veritas Wealth Management in 2015 and became a PlanMember Financial Center. Veritas Wealth Management is an experienced group of professionals serving the retirement planning and investment needs of educators, police officers, firefighters, and other government employees. Through education, guidance and choice, Veritas Wealth Management and PlanMember Securities help champion the financial goals of clients throughout Alaska.

“It’s very gratifying to have my goal-focused planning approach be recognized by my peers,” said Hufford. “I’m a firm believer in education and sticking to a disciplined plan. Much like building a home where the plan is your blueprint, I try to help my clients identify their specific needs and find suitable tools and materials to build their financial dream home.”

“Chad could not be more deserving of this award,” said Jon Ziehl, founder and CEO of PlanMember, “and we’re extremely proud of him. He exemplifies the level of excellence that makes PlanMember a national leader in retirement planning for education professionals and non-profits.”

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 two decades. PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California.


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