Broker Check

CHARITIES SUPPORTED

Our Process
Our History

GIVING PILLARS

HONORING LEGACIES

Preserving and celebrating the enduring impact of pioneers and pillars.

CHAMPIONING MEANINGUL CAUSES

Providing thoughtful support to initiatives of personal significance to key clients and stakeholders.

CULTIVATING ENDURING PARTNERSHIPS

Deepening connections with long-standing local strategic partners through purposeful engagement and shared values.

MDRT FOUNDATION GRANT

MDRT FOUNDATION GRANT

As members of the Million Dollar Round Table (MDRT), our financial planners are positioned to endorse 501(c)(3) nonprofits or non-governmental organizations (NGO) for the MDRT Global Grants Program. To view eligibility and application requirements please visit the MDRT Foundation website in the link below. To apply for a letter of endorsement fill out the contact us form or email info@planpwg.com.

FOUNDATION COMMITTEE

R. Andrew Flores, CFP, CPWA, AEP, ChFC, CLU

R. Andrew Flores, CFP, CPWA, AEP, ChFC, CLU

Board Member

Aldo Ochoa Jr.<br/>

Aldo Ochoa Jr.

Board Member
 

Jonathan Powell, CFP

Jonathan Powell, CFP

Board Member
 

Hondo Harris

Hondo Harris

Board Member
 

Jamie Solis

Jamie Solis

Executive Chair
 

Let's Make Change Happen: Contact Us

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