MOTIVATION AND MISSION:
As the child of teachers and coaches, helping others succeed has been a lifelong family and personal value. I am driven to help motivated investors live comfortably and create a meaningful legacy in an increasingly complex and volatile financial landscape.
PHILOSOPHY AND PROCESS:
Should we decide to work together, I will take the time to understand what is most important to you and tailor a personalized strategy using high quality, diversified, long-term investments and an established 5-step process to help keep you on track to reach your goals and on time.
OUR TEAM AND CLIENTELE:
My administrative partner, Sandra Wipfli, and I provide dedicated, personal service to a small group of families and businesses. Our clients value personal relationships and proactive contact. They benefit from our coordination with their tax and legal advisors, and the ability to focus on their life, work and family, secure in the knowledge that we are on call to listen and leverage the full resources of our firm to help meet their evolving needs.
A Sacramento resident since 1993, I graduated magna cum laude in psychology from CSUS. Having spent my entire work life prior to Edward Jones in local and family-owned organizations, I enjoy sharing resources with small business owners, and to that end also serve as a board member for the East Sacramento Chamber of Commerce. I have a particular affinity for serving medical and mental health professionals, and those who value the inclusion of environmental, social and governance factors in their investment selections.
Away from work, I am a voracious consumer of music, books and movies, and love spending time in the gym, on the golf course and with my two daughters.
- Portfolio Reviews
- Socially Conscious Investing
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Health & Nutrition
- Movies & Entertainment
Office Address555 University Ave Ste 137
Sacramento, CA 95825
Phone NumberCarl D Wenger at (916) 339-6396
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