Plan Financial

John Werft is a CFP® with 23 years of experience and is affiliated with Plan Financial, a team-based firm in Fresno, CA. He has operated his own real estate brokerage since 1987 and a CPA practice since 1981. Plan Financial serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering portfolio management, custom asset allocation, and financial planning. The firm employs a dynamic asset-allocation approach using independent institutional money managers and nonaffiliated custodians.

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, with six years of industry experience. He holds a Series 65 designation and has been with Plan Financial since 2016. Prior to his advisory role, he worked at Jamba Juice for one year and has been affiliated with California State University, Fresno since 2014. Plan Financial serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering portfolio management, custom asset-allocation, financial planning, and educational forums. The firm uses a dynamic asset-allocation process with independent institutional money managers and nonaffiliated custodians to implement and oversee client strategies.

Joe Chin is a ChFC® with 22 years of industry experience, currently serving as an advisor at Plan Financial since 2012. He is based in Fresno, CA, and works as part of a six-advisor team. Plan Financial serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering portfolio management, managed accounts, custom asset allocation, and financial planning. The firm employs a dynamic asset-allocation process with independent institutional money managers and provides educational forums for clients and prospects.