John Wenzel

CFP®

Archvest Wealth Advisors

CFO and Co-founder

John Wenzel

CFP®

Archvest Wealth Advisors

CFO and Co-founder

I believe everyone has a financial plan, the question is whether or not there is an actual plan in place and being followed. As a fiduciary financial planner, we will work alongside you each step of the way... - John Wenzel, CFP®

John Wenzel is a Walnut Creek, CA financial advisor and investment manager. Archvest Wealth Advisors specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. John Wenzel is a fiduciary financial planner.

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 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 currently serves as the Genesis Liaison for the NAPFA West Region board 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 a daughter, Emily, and a son, Ian. He is actively involved in his local church and enjoys photography, mountain biking and golf.

John Wenzel's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

Archvest Wealth Advisors is a comprehensive financial planning firm with specialized services focused on the four pillars of planning: investmentsestatetaxes, 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.

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. We work together with our clients to develop a personalized strategy to accomplish their goals. Our services include estate, insurance, investment and tax planning.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    John Wenzel is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    John Wenzel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • XY Planning Network
    John Wenzel is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact John Wenzel

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 2820 Shadelands Dr., Ste. 130
    Walnut Creek, CA 94598

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser