Joel
Hooper
Plan Financial
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About this Advisor
Joel Hooper is a financial advisor working in Fresno, California with a total of 4 years of relevant experience. Hooper is an advisor for Plan Financial. The advisor has gained experience at Jamba Juice, Plan Financial, California State University, Fresno and Hoover High School. Hooper has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. Plan Financial is a company operating out of Fresno, CA. It handles $168 million in assets under management among its 791 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. Plan Financial has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Plan Financial likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plan Financial Brokerage Details
$168,413,992
6
791
$212,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Joel Hooper Work History
Joel has been registered as a financial advisor for 4 years.*
Plan Financial
California State University, Fresno
Jamba Juice
Hoover High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel Hooper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plan Financial
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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