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Isaac Halls

Vice President, Shareholder and Wealth Manager

Plan Financial

United States, California, Fresno

About Me

I am a Fresno native, born and raised in Sanger, CA. After graduating with honors from the Craig School of Business at CSU Fresno, I joined the Wealth Management Group of Plan Financial. In addition to obtaining my securities and advisory licenses, I hold the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning – an important credential for advice I provide on 401k’s and various other DB and DC plans. As an Investment Advisor Representative (IAR) for an ERISA 3(38) fiduciary, I work to deliver – to the greatest extent possible – crucial legal protection for plan sponsors by overseeing implementation, nego

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Profile Information

Vice President, Shareholder and Wealth Manager

Plan Financial

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Fresno

California

United States

Oct 13, 2025

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