# Plan B Investments

Plan B Investments is a Venture Capital based in Carmel Valley, United States.

## Overview

- **Organization type:** Venture Capital
- **Headquarters:** Carmel Valley, United States
- **Region:** Asia
- **Address:** 13770 Center Street, Carmel Valley, California 93924, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** planbii.com

## Regulatory record

- **Reports private funds:** No

## About

Retirement & financial planning with heart. Since 2004, we’ve helped clients find clarity, confidence, and calm in their financial journey.

## People

- Marty — Financial Advisor
- Justin — Financial Advisor

## Questions

### Who runs investment decisions at Plan B Investments?

The advisory team consists of Marty and Justin. Client testimonials on the firm's website describe Marty as the architect of investment choices — consolidating 401(k)s, aligning salary with future cost-of-living estimates, and selecting investment options suited to risk tolerance. The division of labor between Marty and Justin is not detailed on the site.

### Does Plan B Investments participate in fund commitments or direct deals?

There is no indication that Plan B Investments commits to third-party private funds or originates direct deals. The firm's website describes services centered on individual financial planning, investment consolidation, and estate coordination. Its RIA structure and fiduciary language point to standard retail wealth management, not institutional portfolio construction.

## Related profiles

- [Upscale](https://altss.com/profile/upscale)
- [PSI Power and Controls](https://altss.com/profile/psi-power-and-controls)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/plan-b-ventures

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