portrait of Carl Wenger
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Carl

As the child of teachers and coaches, helping others succeed has been a lifelong family and personal value. As an Edward Jones financial advisor, I have the privilege of helping people paint their own picture of financial success, then partnering together to create personalized strategies to ensure their resources align with their vision, priorities, and timeline. My goal is for every client to feel informed, in control and confident they can focus their time and energy on achieving more fulfillment and return on life.

I am beyond fortunate to partner with Sandra Wipfli on the administrative side of the practice. We...

Focus Areas

  • Healthcare Professionals
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies
  • Sustainable investing

Work History

  • Edward JonesOctober 2017 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™
  • CSRIC®

    Chartered SRI Counselor™

Education

  • Cal State Univ-SacramentoBachelor of Arts

Personal Interests

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

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
  • Weekends
  • Web Conferencing

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