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


John Werft
Wealth Manager
Plan Financial
United States, California, Clovis
About Me
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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