John Wenzel
CFP®
Archvest Wealth Advisors
Financial Advisor
John Wenzel
CFP®
Archvest Wealth Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Wenzel, CFP®
Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country
John Wenzel is a Walnut Creek, CA fee-only financial planner. Archvest Wealth Advisors provides comprehensive financial planning including estate planning, tax planning, and investment strategies to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Wenzel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
CFO and Co-Founder, John Wenzel demonstrates his passion for financial planning via his commitment to serve each of the company’s clients. When he came into the field over 14 years ago, he was struck with a conviction that individuals should be able to receive professional advice at a reasonable cost. The financial planning field is riddled with advisors who do not clearly serve in their clients’ best interests. As such, John came to this field to make a change to that for the clients he works with. With his years of professional advising experience, he brings a unique and objective perspective to a financial plan, truly understanding one’s circumstances. He uses this to work alongside and empower clients through often-complex financial scenarios including tax planning, stock options and other forms of executive compensation plans. John upholds the fiduciary standard to which our advisors are called.
He also spends countless hours volunteering through his local Rotary club as well as within the financial planning industry itself. Of recent, John spearheaded a team that successfully funded a grant that fully outfitted a computer lab for students in Uganda, Africa.
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 has served on the NAPFA West Region board, Board of Directors for his local Rotary club and is a board member of the Clayton Valley / Concord Sunrise Rotary Charitable Fund.
John is married to his high school sweetheart, Kristyn. Together, they have two daughters, Emily and Elyse, and a son, Ian. He is actively involved in his local church and enjoys photography, mountain biking, and golf when given the opportunity.
John Wenzel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
John Wenzel starts by collaboratively to develop a personalized investment plan for you. Then we 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Executives with Complex Equity Compensation Plans
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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John Wenzel is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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John Wenzel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact John Wenzel
Office Locations:
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2820 Shadelands Dr.
Suite 130
Walnut Creek, CA 945978
