Plan Financial

John Werft is a CFP® with 24 years of experience in the financial industry. He is affiliated with Plan Financial, a team-based firm in Fresno, CA, and also operates businesses as a real estate broker and a certified public accountant. Plan Financial provides portfolio management, financial planning, and custom asset allocation services to a range of clients including individuals, pension plans, and charitable organizations. The firm uses a goal-driven investment approach combining institutional managers with an in-house asset allocation process and offers educational forums alongside its advisory services.

Isaac Halls is a financial advisor at Plan Financial in Fresno, CA, with 13 years of industry experience. He holds the Series 66 designation and has been with Plan Financial since 2013. Plan Financial serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing portfolio management, managed accounts, custom asset allocation, financial planning, and educational forums. The firm uses a dynamic asset-allocation process with independent institutional money managers and typically manages client accounts on a discretionary basis.

Robert Rockwell is a CFP® with 22 years of industry experience and has been with Plan Financial since 2007. He serves as a trustee for a family trust, managing and distributing assets for his deceased brother’s estate. Plan Financial is a team-based firm serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with portfolio management, financial planning, and custom asset-allocation services implemented through dynamically managed portfolios using independent institutional money managers.

Joel Hooper is a financial advisor at Plan Financial in Fresno, CA, holding a Series 65 designation with six years of industry experience. He has been with Plan Financial since 2016 and has served at California State University, Fresno since 2014. Plan Financial is a registered investment adviser managing approximately $195 million in discretionary assets, offering portfolio management, managed accounts, custom asset allocation, financial planning, and educational forums to individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm employs a goal-driven approach that combines institutional managers with an in-house process to adjust asset class weights based on market conditions.

John Hooper is a financial advisor with Plan Financial in Fresno, CA, holding 26 years of industry experience. He has been with Plan Financial since 1985 and serves as the firm's president. Plan Financial is a registered investment adviser managing approximately $195 million in discretionary assets. The firm offers portfolio management, financial planning, and educational forums to individuals, pension plans, corporations, trusts, and charitable organizations, using a goal-driven approach that combines institutional managers with a dynamic custom asset allocation process.

Joe Chin is a ChFC® with 23 years of experience in the financial services industry. He has been with Plan Financial since 2012 and previously worked at Beechwood Wealth Advisors, Kms Financial Services, and Guardian Life. Plan Financial is a registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers portfolio management, custom asset allocation, and financial planning through a goal-driven approach that combines institutional managers with an in-house process, managing approximately $195 million in discretionary assets.