Professional Summary
Professional Overview
John Wenzel is the CFO and Co-Founder of Archvest Wealth Advisors, a leading financial advisory firm based in Clayton, California. With over 14 years of experience in the financial services industry, John's expertise spans financial planning, asset management, and strategic business operations.
Experience Summary
Current Role
As the CFO and Co-Founder of Archvest Wealth Advisors, John is responsible for overseeing the firm's financial operations, strategic planning, and overall business management. Under his financial leadership, Archvest has experienced sustained growth, consistently delivering customized wealth management solutions to its clients. John's keen insights and data-driven approach have been instrumental in guiding the firm's investment strategies and ensuring its long-term financial stability.
Career Progression
Prior to co-founding Archvest, John served as a Financial Advisor at Watermark Asset Management, Inc. RIA, where he gained valuable experience in client portfolio management and financial advisory services. He began his career as a Financial Assistant at First Command Financial Planning, where he honed his skills in financial analysis and client support.
Academic Background
John holds a Bachelor of Science in Finance from the University of California, Berkeley, where he graduated with distinction. His academic achievements and specialized knowledge in finance have been pivotal in shaping his successful career in the financial services industry.
Areas of Expertise
- Financial planning and wealth management
- Asset allocation and portfolio optimization
- Financial analysis and reporting
- Strategic business operations and management
- Regulatory compliance and risk management
Professional Impact
Throughout his career, John has been recognized for his exceptional financial acumen and his ability to drive positive outcomes for his clients and the Archvest organization. Under his leadership, Archvest has consistently maintained a strong financial position, enabling the firm to expand its service offerings and client base while upholding the highest standards of client service and industry compliance.
Conclusion
With his deep industry expertise, proven track record of financial management, and unwavering commitment to client success, John Wenzel is poised to continue driving the growth and success of Archvest Wealth Advisors. As the firm's CFO and Co-Founder, he remains dedicated to leveraging his financial acumen and strategic vision to deliver exceptional wealth management solutions that empower clients to achieve their financial goals.
