Plan Financial

CRD 44960 · Fresno, CA · $195.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 44960
SEC number: 801-112596
Firm type: RIA
Assets under management: $195.4M as of Mar 20, 2026
Website: www.planfinancial.com ↗
Phone: 559-433-1110
Address: 9 E River Park Pl E, Suite 440, Fresno, CA, 93720-1530

Advisors at this firm

6 in our index · page 1 of 1

Joe Michael ChinCRD 714462 · Fresno, CA

IA Registered
Isaac Ellsworth HallsCRD 5985502 · Fresno, CA

IA Registered
John Robert HooperCRD 1573967 · Fresno, CA

IA Registered
Joel Robert HooperCRD 6680987 · Fresno, CA

IA Registered
Robert Leon RockwellCRD 4211663 · Fresno, CA

IA Registered
John David WerftCRD 1678158 · Fresno, CA

IA Registered

Source & corrections

Where this page comes from

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