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Walnut Creek - N California Blvd

Wolfgang Kern

Associate Wealth Advisor

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

Wolfgang Kern

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Wolfgang Kern

About Wolfgang

Wolfgang serves clients in concert with the firm’s advisory team to develop comprehensive financial plans and investment policies. He assists in the development and delivery of client portfolio reviews, the preparation of account paperwork, portfolio trading, and other tasks required to help provide exceptional client service.

Prior to joining Focus Partners Wealth, Wolfgang served as a Wealth Advisor at Adero Partners since 2018.

Education and Professional Milestones

  • University of California at Davis – Bachelor’s Degree
  • Participated in a program abroad at the London School of Economics & Political Science
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