Meet The Team
The team behind Wolfgang Capital LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Zachary W. Herzog CEO
Zach’s goal is to help individuals retire with confidence by designing purpose-based plans for their retirement needs.
Growing up in Seattle, Washington, Zach learned the company values of service, quality and integrity while working for his family business. He now proudly carries on those values as managing member and Investment Adviser Representative of Wolfgang Capital LLC, a Registered Investment Adviser in the state of California. Zach is dedicated to helping retirees and pre-retirees protect their finances as a licensed life and health insurance agent (CA LIC# 0H085434) with Wolfgang Financial and Insurance Agency, LLC, an insurance planning firm in the greater Southern California area.
Zach graduated from Western Washington University with his bachelor’s degree in business management with a minor in economics. Zach furthered his education at North Carolina State University by completing the certified financial planning program.
Zach has been heard and seen in media including 1290 NewsTalk, 94.5 KMYT, Forbes magazine, Finance Monthly magazine and Wealth and Finance International magazine. He is a proud member of Dave Ramsey’s SmartVestor program and the local chamber of commerce. Additionally, he is among a group of advisors who belong to the National Ethics Association and Financial Planning Association.
At home, Zach and his wife enjoy watching their son and daughter grow up together. They can often be found as a family spending time outdoors and making as many memories as possible.
- Review Your Retirement Plan to Consider SECURE Act Changes
- An Active, Full Retirement Depends on Proactive Long-Term Planning
The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.
Ryan C. Mizer Managing Director
Before entering the financial services industry, Ryan C. Mizer spent six years serving in the U.S. Army as a Special Forces Engineer. His time in the military helped him develop a passion and dedication for helping others. Ryan is now using this passion to help individuals retire with confidence by designing comprehensive retirement plans as well as servicing their specific financial needs and priorities.
Ryan is an Investment Adviser Representative and Managing Director of Wolfgang Capital LLC, a Registered Investment Adviser in the state of California. He’s also a licensed life and health insurance agent (CA LIC# 0L96675) with Wolfgang Financial and Insurance Agency, LLC, an insurance planning firm in the greater Southern California area.
Susan Crawford Executive Assistant
Susan uses her love of helping others to ensure clients have the best experience possible when they come to Wolfgang Capital.
Susan worked in the customer service industry for seven years before joining Wolfgang Capital. During that time, she had a variety of customer-related roles, where she learned how to create the ideal customer experience.
At Wolfgang Capital, Susan uses those skills — whether she’s answering the phones, scheduling appointments, sending emails, setting up seminar locations or greeting guests — to create a top-notch experience for clients. She loves working to help the Wolfgang Capital office feel like a second home for potential and existing clients. If you come into the Temecula office, she’ll be happy to serve you coffee or a snack!
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Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.