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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This Office

2820 Shadelands Dr Ste 130 Walnut Creek, CA 94598-2525 Phone: (925) 215-5600 Fax: (925) 272-0215