John Werft has been an investment adviser representative at Plan Life & Wealth Management since July 2012, and is not listed among the firm’s executive officers or direct owners. John Werft holds a Bachelor of Science in Accounting from CSU Fresno.
Plan Life & Wealth Management, Inc. is a Fresno, CA firm with $195M under management, 817 clients and 6 advisers in one office, as of its March 2026 filing.
John D. Werft is Wealth Manager of Plan Financial. He is Executive Vice President of Plan Life & Wealth Management, Inc. and Chairman of the Investment Committee for Plan Financial, its wealth management division. He entered the financial services business in 1978, beginning in the accounting industry, and brings over 30 years of experience in the financial services industry.
Professional designations
Listed by Plan Life & Wealth Management
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
John Werft is registered as an investment adviser representative in California, since July 2012.
- CaliforniaSince 2 July 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 7 September 1993 |
| Series 7 | General Securities Representative Examination | 24 June 1991 |
| Series 22 | Direct Participation Programs Representative Examination | 10 July 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 July 1987 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John David Werft
- CRD
- 1678158
- Firm
- Plan Life & Wealth Management · CRD 44960
- Office
- 9 E RIVER PARK PL E, SUITE 440, Fresno, CA 93720-1530
- Registration
- Investment adviser registration
- In the industry since
- September 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- planfinancial.com
Where does John Werft work?
John Werft is an investment adviser representative registered through Plan Life & Wealth Management, Inc. since July 2012, and is not listed among the firm’s executive officers or direct owners.
Is John Werft a financial advisor?
Yes. John Werft has a current investment-adviser registration in California, through Plan Life & Wealth Management since July 2012.
How many years of experience does John Werft have?
John Werft has 24 years in the financial industry, since September 2002, across 1 adviser firm.
What exams has John Werft passed?
John Werft has passed 4 licensing exams: the Series 22, Series 6, Series 7 and Series 63. The earliest, the Series 22, was passed in July 1987.
Where is John Werft based?
John Werft’s registered office is in Fresno, CA.
Is John Werft registered with FINRA?
No. John Werft has no current broker registration.
Is John Werft a CFP?
Plan Life & Wealth Management lists John Werft with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Werft’s record?
Search CRD 1678158 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Werft’s full registration record.
