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SoCal Wealth Solutions

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website planmember.com
Client types

Overview

SoCal Wealth Solutions is an independent PlanMember Financial Center headquartered in Rancho Cucamonga, California, founded by Scott Carlin, a financial professional with over 30 years of industry experience. The firm specializes in serving educators, school employees, and local businesses in Southern California, providing retirement planning, investment management, and comprehensive financial strategies designed to support clients' unique goals and build lasting generational wealth. Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker-dealer, investment adviser, and member FINRA/SIPC.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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