John Wenzel (BS, CFP®)

John Wenzel focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

At Archvest, our planning specialties are focused on the four pillars of planning: estate, insurance, investment and tax planning.

Additional Information

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 co-founding Archvest, John worked as a Financial Advisor at a Registered Investment Advisory firm. John has also attained his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry.

NAPFA Start Date

May 14, 2007

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1390 Willow Pass Rd., Ste. 930 Concord, CA 94520 Phone: (925) 215-5600 Fax: (925) 272-0215