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Finance

We have a unique team with a variety of financial expertise in Wealth Planning, Investment Advisory, Corporate Retirement, and Family Office. We combine local expertise with global resources to provide our clients with advice that is reliable and unique to their objectives.

John R. “Jack” Hooper

John R. “Jack” Hooper

President and Chief Executive Officer Jack Hooper is President and Chief Executive Officer of Plan Life & Wealth Management, Inc., the Fresno, California-based life and wealth management company he founded in 1985. He provides strategic leadership, firm management, and is also responsible for managing a number of the firm’s client…
J. Michael Chin, CLU, ChFC

J. Michael Chin, CLU, ChFC

Wealth Manager, Wealth Management Division, Financial Services Unit Areas of Expertise Life & disability insurance Emerging needs of the new wealthy Michael Chin began his career in the financial services industry in 1979. He received his designation as a Chartered Life Underwriter (CLU) in 1985 and as a Chartered Financial…
John D. Werft, CPA, CFP®

John D. Werft, CPA, CFP®

Executive Vice President and Wealth Manager, Wealth Management Division, Financial Services Unit Areas of Expertise Private wealth management industry Emerging needs of the new wealthy Portfolio strategies John D. Werft, CPA, CFP® brings over 30 years of experience in the financial services industry to the clients he serves. John is…
Isaac E. Halls, CRPC®

Isaac E. Halls, CRPC®

Wealth Manager Isaac Halls, CRPC® is a Wealth Manager and Retirement Specialist for Plan Financial. A native of Fresno, CA, Isaac graduated with honors from the Craig School of Business at CSU Fresno. Shortly thereafter, he joined the Wealth Management Group of Plan Financial. In addition to obtaining his securities…
Robert L. Rockwell, MBA, CFP®

Robert L. Rockwell, MBA, CFP®

Wealth Manager, Wealth Management Division, Financial Services Unit Areas of Expertise Private wealth management industry Emerging needs of the new wealthy Robert Rockwell is a Strategic Partner and Wealth Manager with Plan Financial, the financial services unit's wealth management division of Plan Life & Wealth Management, Inc.Since first affiliating with…