Gabrielle K. Velazquez

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 05/2026 → Present
  Highmark Financial Solutions Group
  Dana Point, CA
• 03/2026 → Present
  Highmark Insurance Solutions
  Dana Point, CA
• 03/2026 → Present
  Highmark Administration & Consulting
  Dana Point, CA
• 08/2025 → Present
  San Clemente United Soccer Club
  San Clemente, CA
• 10/2025 → 03/2026
  Highmark Financial Solutions Group
  Dana Point, CA
• 01/2023 → 07/2025
  Grant Thornton
  Newport Beach, CA
• 06/2022 → 01/2023
  Na-Unemployed
  San Clemente, CA
• 03/2020 → 05/2022
  Cal Poly State University-Student Services
  San Luis Obispo, CA
• 01/2020 → 03/2020
  Flourhouse
  San Luis Obispo, CA
• 09/2018 → 03/2022
  Cal Poly State University
  San Luis Obispo, CA
• 06/2018 → 09/2018
  Na-Unemployed
  San Clemente, CA
• 09/2014 → 06/2018
  San Clemente High School
  San Clemente, CA

Other Businesses

1) Highmark Financial Solutions Group-Pacific Coast Hwy., Ste. D, Dana Point, CA 92629; Investment related; Schedule meetings, summarization of meetings & general administrative support; Client Services Coordinator/Non-Producing Licensed Sales Assistant; Start date 5/2026; 30 hrs/mnth; 25 hrs/mnth during trading. 2) Highmark Insurance Solutions-Pacific Coast Hwy., Ste. D, Dana Point, CA 92629; Investment related; Sales of insurance products & fixed annuities; Sales Associate; Start date 3/2026; 10 hrs/mnth & during trading. 3) Highmark Administration & Consulting-Pacific Coast Hwy., Ste. D, Dana Point, CA 92629; Investment related; General office administrative duties; Client Services Coordinator; Start date 3/2026; 5 hrs/mnth & during trading. 4) San Clemente United Soccer Club-501 North El Camino Real, Ste. 214; San Clemente, CA 92672; Noninvestment related; Coach soccer for club team & provide private soccer training; Assistant Soccer Coach & Private Soccer Trainer; Start date 8/2025; 20 hrs/mnth; 0 hrs/mnth during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28

Other Names

• Gabrielle Karena Velazquez