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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David Wentland, CFP®, CEPA

Founder and Wealth Manager

480-980-6610

david.wentland@rfwealthmanagement.com

David knew he had a passion for the financial industry and client service early in life. It drove him to concentrate on economics and business at Kalamazoo College, focus in the industry when starting his professional career, and...
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