Meet the Archvest Team

Meet the Archvest Staff:


Eric Lai

Eric has a strong desire to serve others by developing caring and compassionate relationships. As an advocate for clients he always puts their best interests first. He is committed to working together to create personalized strategies and a pathway towards accomplishing their life plans, whether for retirement, college, investment planning, cash-flow, estate planning, or other challenges.

His background includes over 15 years of investment experience through multiple market cycles, an MBA from the Anderson School of Business at UCLA with a focus on finance and capital markets, and his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry. Prior to founding Archvest, he was a Senior Financial Advisor and Principal at a fee-only planning investment advisory firm.


John Wenzel

John's passion for financial planning is reflected in how he serves each client. Through his professional and personal experiences, he brings a unique and objective perspective to a financial plan. He uses this to work alongside and empower clients through often-complex financial scenarios. From assisting with cash flow needs to planning for retirement, John upholds the fiduciary standard our advisors are called to.

Prior to Archvest, John worked as a Financial Advisor at a Registered Investment Advisory firm. He is a Registered Advisor through the National Association of Personal Financial Advisors (NAPFA), an association exclusive to fee-only firms. John has also attained his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry. John currently serves as the Genesis Liaison for the NAPFA West Region board and is a board member of the Clayton Valley/ Concord Sunrise Rotary Charitable Fund.





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