Noah Joseph Menezes

Employer firm

Plancorp, LLC CRD 106599

$10.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 03/2026
  Regency Investment Advisors
  Fresno, CA
• 06/2023 → 07/2023
  Copper River Country Club
  Fresno, CA
• 06/2022 → 09/2022
  Cfg Wealth Management
  San Diego, CA
• 06/2017 → 08/2022
  Colliver Farm
  Selma, CA
• 08/2019 → 06/2023
  University Of San Diego
  San Diego, CA
• 04/2026 → Present
  Plancorp, Llc
  Fresno, CA
• 08/2015 → 05/2017
  San Joaquin Memorial
  Fresno, CA

Previous Registrations

• 2023-09-11 → 2026-04-07
  Regency Investment Advisors Inc
  Fresno, CA

Other Businesses

Wealthbloc sole proprietorship; not-investment related; Software company began approximately June 2023; 5 hours a week, zero during trading hours; software programming and related activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-06