John  Wenzel

John Wenzel

| CFP®

Archvest Wealth Advisors

925-215-5600

Contact Me

Fee Only Financial Planner Located in Walnut Creek, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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1255 Treat Blvd
Suite 300
Walnut Creek, CA 94597

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

John Wenzel is a Walnut Creek, CA Fee-Only Financial Planner serving Walnut Creek and all surrounding areas. Archvest Wealth Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. John Wenzel is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
John Wenzel'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.

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Archvest Wealth Advisors is a comprehensive financial planning firm with specialized services focused on the four pillars of planning: investments, estate, taxes, and insurance. We work together with you to assess your individual circumstances, your personal needs, and your long-term goals—because there are lots of options out there.

We want to be your financial advisor for the next 30 years.

Eric Lai and John Wenzel start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today's market and your individual circumstances.

In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we're available when you need us to listen, plan, guide, and even celebrate.
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