Carl Wenger, Financial Advisor located in Sacramento, CA

Financial Advisor
Carl Wenger

CEPA®, AAMS®, CRPS™, CSRIC®
555 University Ave Ste 137, Sacramento, CA 95825opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Government Employees
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies
  • Sustainable Investing

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

  • CSRIC®

    Chartered SRI Counselor™

Personal Interests

  • Cycling
  • Health & Nutrition
  • Cooking
  • Music
  • Movies & Entertainment

Team Members

  • Sandra Wipfli
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(916) 339-6396

Fax

(888) 288-3210

Office Address

555 University Ave Ste 137
Sacramento, CA 95825opens in a new window

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