President, Wentz Financial Group & Senior Financial Advisor, RJFS
Bud Wentz
Bud Wentz is the president, senior financial advisor and director of product research for Wentz Financial Group. His expertise in the financial planning business, which dates back to 1996, benefits all of Wentz’s clients, as he also oversees all of the financial advisors on the Wentz Financial staff.
Bud focuses on personalized investment planning for individuals and families to help them prepare for the future. To help in this endeavor, he educates individuals on estate planning, IRA and 401(k) investing, wealth management, and annuity strategies. He also provides retirement plan design services to businesses, which includes on-site financial education programs for the employees.
Bud believes the differentiator for Wentz Financial is in the detail of the plan and how that plan is carried out for clients. The detailed process and plan helps keep the customer focused on their financial goals and objectives so they can live out their dreams.