Fresno, CA Office

Christopher Comstock is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp, he worked for 18 years at Regency Investment Advisors, Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach incorporates Modern Portfolio Theory, documented Investment Policy Statements, and a tax-aware focus, including tax-loss harvesting.

Judson Myers is a CFA® charterholder based in Fresno, CA, with six years of industry experience. He has worked at Plancorp, LLC since 2026 and previously spent 19 years at Regency Investment Advisors, Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, investment management, financial planning, and tax preparation. The firm’s investment process follows Modern Portfolio Theory with documented Investment Policy Statements and offers both discretionary and non-discretionary management.

Ryan Barnes is a CFP® with seven years of industry experience, currently serving as a financial advisor at Plancorp, LLC. His prior roles include positions at Regency Investment Advisors, Inc., CiTIGROUP, and Principal Securities INC. Barnes’s background also includes experience outside finance with Costco Wholesale. Plancorp, LLC serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, providing both discretionary and non-discretionary management along with tax-aware strategies such as tax-loss harvesting.

Noah Menezes is a financial advisor at Plancorp, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Regency Investment Advisors and CFG Wealth Management. Outside of advising, he operates a software company called Wealthbloc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm uses a Modern Portfolio Theory-based investment process and provides both discretionary and non-discretionary management, incorporating tax-aware strategies and ongoing portfolio oversight.

Wade Wallace is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Plancorp, LLC. His prior experience includes seven years at Regency Investment Advisors Inc. and a diverse background that includes work at Meathead Movers and Fresno State University. Plancorp serves a broad client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans, offering services such as wealth management, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory, utilizing documented Investment Policy Statements, and incorporates tax-aware strategies and due diligence on third-party managers.