Archvest Wealth Advisors
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Offering advice since: 2006
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about John Wenzel:
John's passion for financial planning is reflected in how he serves each client. Through his professional and personal experiences, he brings a unique and objective perspective to a financial plan. He uses this to work alongside and empower clients through often-complex financial scenarios. From assisting with cash flow needs to planning for retirement, John upholds the fiduciary standard our advisors are called to.
Prior to Archvest, John worked as a Financial Advisor at a Registered Investment Advisory firm. He is a Registered Advisor through the National Association of Personal Financial Advisors (NAPFA), an association exclusive to fee-only firms. John has also attained his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry.
John is married to his high school sweetheart, Kristyn, and has one daughter, Emily, and another child on the way. He is actively involved in his local church and enjoys photography, mountain biking and golf.
Compensation and Fee Structures:
Fee-only, invoice based on assets under management, retainer or hourly planning.
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNER™
Bachelors of Science, Financial Services, San Diego State University
Will provide references upon request?
Further information about Archvest Wealth Advisors:
(Size of firm: 0-9 advisors)
We are a premier Fee-Only firm located in the heart of California's East Bay. Our approach is to work alongside our clients and empower them to make the right decisions today that will maximize their options in the future. We focus our services on the four core areas of financial planning: insurance, investments, taxes, estate matters. Consider us as your personal CFO, connecting you with the right specialists and working with you through various life events and challenges. All advisors are CFP® practitioners, the highest designation in the planning industry. We want to be your advisor for the next 30 years.
Contact Information for John Wenzel
Phone: 925 215 5600
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Address for John Wenzel:
1255 Treat Blvd
Walnut Creek, CA, 94597
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