A Team Committed

to Your  Unique Goals

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At Wenrich Wealth, our focus is on

our CLIENTS and our COMMUNITY

No one strategy fits everyone, which is why every client gets our undivided attention -- from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

At Wenrich Wealth, we help clients work towards their goals by focusing exclusively on their needs, values and objectives. We provide top notch service at every opportunity and keep each of our client's needs top of mind.

Our process revolves around goal setting, planning and execution. We help clients identify, prioritize and pursue the goals most important to them.

Pebble Beach

Team Photo

J. J. Wenrich CFP® is the president Wenrich Wealth and a 20+ year veteran of the investment and financial services business.

 

His wife Jodie Wenrich serves as Client Service Manager for Wenrich Wealth.

 

The two met as rookie financial advisors in 2001 and were married shortly thereafter.

Ron Holliday, a 25+ year veteran financial advisor, joined the practice in 2021 adding a wealth of knowledge and experience to the team.

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J.J.'s BIO

J. J. is a CERTIFIED FINANCIAL PLANNER professional and a graduate of the University of Kansas School of Business.

While he is known for his in depth research and analysis, J. J. loves to simplify the complex for his clients.

A noted advocate for financial education, he published his book Teaching Kids to Buy Stocks: Stories and Lessons for Grown-Ups in 2019. He has been featured on numerous television news shows, podcasts and radio shows, is a frequent guest speaker.

Ron's BIO

Jodie's BIO

J. J. Wenrich CFP

President | Wealth Manager

Ron Holliday

Investment Manager

Jodie Wenrich

Client Service Associate

Phone: 949.547.4313

JJ.Wenrich@LPL.com

Jodie.Wenrich@LPL.com

5613 Costa Maritima

San Clemente, CA 92673

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Wenrich Wealth Management Financial Plan

Jodie and J. J. in 2020

JJ and Jodie Wenrich in their old office

J. J. and Jodie in their rookie days as financial advisors in Kansas.