John Wenzel

John Wenzel

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

Title: Co-founder

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™

Education:

Bachelors of Science, Financial Services, San Diego State University

Will provide references upon request?

Yes


Further information about Archvest Wealth Advisors:

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
Please support us by letting this adviser know you found them through Boomerater

Address for John Wenzel:
1255 Treat Blvd
Suite 300
Walnut Creek, CA, 94597

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page


This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have John Wenzel contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size