John Wenzel

John joined Rotary in 2014 and is our club’s current International Services Director, Webmaster and a member of the Paul Harris Society. He was the 2019 Rotarian of the Year and served on the Charitable Board. John is the CFO and Co-Founder of Archvest Wealth Advisors, a fee-only financial planning firm in Concord. This is where he demonstrates his passion for financial planning through his commitment and service to all the company’s clients. When he came into the field, over 18 years ago, he was struck with a conviction that individuals should be able to receive professional advice for a reasonable cost. He discovered that the financial planning field is riddled with advisors who do not clearly serve their clients’ best interests.

As a result, John came into the financial world determined to make a difference. With his years of professional advising experience and financial knowledge, he brings a unique and objective perspective to all his clients’ financial plans by truly understanding their circumstances. He received his BS in Financial Services from San Diego State University and holds a certificate in Financial Planning, is a Registered Advisor with the National Association of Personal Financial Advisors (NAPFA), an association exclusive to fee-only firms, attained his CERTIFIED FINANCIAL PLANNER™ certification—the highest standard for planners in the industry —and has served on NAPFA’s West Region board and currently serves as a Trustee for the NAPFA Foundation. He is married to his high school sweetheart, Kristyn, and lives in Clayton with their three children.