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John Werft

Wealth Manager

Plan Financial

United States, California, Clovis

About Me

John D. Werft, CPA, CFP® brings over 30 years of experience in the financial services industry to the clients he serves. John is Executive Vice President of Plan Life & Wealth Management, Inc. and is Chairman of the Investment Committee for the financial services unit’s wealth management division, Plan Financial. He entered the financial services business in 1978 where he began in the accounting industry. He received a football scholarship to Oregon State University where his emphasis was accounting.He earned his Bachelor of Science Degree in Accounting at CSU Fresno. John’s qualifications include a multitude of education and experience, including licenses from the State of California

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Profile Information

Wealth Manager

Plan Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Clovis

California

United States

Aug 16, 2024

Work Experience

Plan Financial

Wealth Manager
Jan 1978 - Present
Email: jwerft@planfinancial.com

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