PlanMember’s Chad Hufford is a Finalist for 2017 Elite Advisor Award
An annual recognition of excellence
January 26, 2017,—Chad Hufford, a PlanMember advisor with Veritas Wealth Management in Anchorage, Alaska, has been nominated as a finalist for the 2017 Elite Advisor Award, an annual recognition of excellence in the 403(b) and 457(b) retirement industry. The 2017 award, sponsored by the National Tax-Deferred Savings Association (NTSA), will be conferred at NTSA’s 403(b) Masters Summit on January 27 in Carefree, Arizona.
“The NTSA Elite Advisor program was established by NTSA leadership in 2013 to recognize the professionals who make a positive difference for their clients, communities and profession,” said Christopher DeGrassi, NTSA executive director. “NTSA Elite Advisors represent the standard of excellence to which all investment professionals should aspire.”
With more than $120 million of assets under management, Veritas Wealth Management, a PlanMember Financial Center, helps more than a thousand individual and corporate clients throughout Alaska, including hospitals and school systems statewide. Through PlanMember Services, Veritas Wealth Management distributes and services the company's eligible qualified investments, focusing on helping clients not just save but truly plan for their financial future.
“Chad Hufford exemplifies the level of excellence that makes PlanMember a national leader in retirement planning for education professionals and non-profits,” said Jon Ziehl, founder and CEO of PlanMember. “He was selected from a slate of more than 50 candidates, and we’re immensely proud of his accomplishment.”
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.