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
- 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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