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Meet The Wolfgang Capital® Team

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 an Investment Adviser Representative and CEO of Wolfgang Capital LLC, an Investment Adviser registered 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 Group LLC dba Wolfgang Financial and Insurance Agency an insurance planning firm in the greater Southern California area.

Before entering the financial services industry, Ryan C. Mizer spent six years serving in the U.S. Army as a Special Forces Engineer. 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, an Investment Adviser Registered in the state of California. He’s also a licensed life and health insurance agent (CA LIC# 0L96675) with Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency an insurance planning firm in the greater Southern California area.

Susan uses her love of helping others to ensure clients have the best experience possible when they come to Wolfgang Capital LLC. Susan worked in the customer service industry for seven years before joining Wolfgang Capital LLC.

At Wolfgang Capital LLC, 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 LLC office feel like a second home for potential and existing clients.

Originally from NY, Jaimie relocated to Temecula to be with family. She spent 6 years at a Boutique Asset Manager Firm in marketing and Public Relations in NY. She also has 10+ years of experience in event coordination, business planning, writing and graphic design.

She takes pride in caring for clients and helping them to achieve their goals. She also enjoys designing innovative solutions and helping businesses find their highest level of efficiency.

zach-mobile-new1

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 an Investment Adviser Representative and CEO of Wolfgang Capital LLC, an Investment Adviser registered 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 Group LLC dba Wolfgang Financial and Insurance Agency an insurance planning firm in the greater Southern California area.

Learn More
ryan-mobile-new1

Before entering the financial services industry, Ryan C. Mizer spent six years serving in the U.S. Army as a Special Forces Engineer. 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, an Investment Adviser Registered in the state of California. He’s also a licensed life and health insurance agent (CA LIC# 0L96675) with Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency an insurance planning firm in the greater Southern California area.

Learn More
sue-mobile-new2

Susan uses her love of helping others to ensure clients have the best experience possible when they come to Wolfgang Capital LLC. Susan worked in the customer service industry for seven years before joining Wolfgang Capital LLC.

 

At Wolfgang Capital LLC, 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 LLC office feel like a second home for potential and existing clients.

Learn More
jaimie-mobile-new1

Originally from NY, Jaimie relocated to Temecula to be with family. She spent 6 years at a Boutique Asset Manager Firm in marketing and Public Relations in NY. She also has 10+ years of experience in event coordination, business planning, writing and graphic design.

 

She takes pride in caring for clients and helping them to achieve their goals. She also enjoys designing innovative solutions and helping businesses find their highest level of efficiency.

Learn More

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today.

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Or give us a call at 951.200.5084

Zach Herzog, CEO & Founder
Zach Herzog, CEO & Founder

Taking care of my family’s many animals (including the escape artist cows) as a child, I quickly adopted my family’s values of hard work, service, and integrity. My Grandfather dropped out of college to pursue his entrepreneurial dream and succeeded. Watching my father run the family business later in life, I also learned that it took complete dedication and sacrifice. Those early childhood experiences inspired my journey to helping empower people’s confidence in their financial outcomes. That path led me to starting Wolfgang Capital & Wolfgang Financial Group so I could help people in the holistic way I had envisioned but did not find elsewhere.

We are family owned and operated and our team creates a space where clients feel cared for, comfortable and understood. Our office has a welcoming feel that is created by genuine, hard-working, local people who understand your concerns. Our ideal client understands that as a fiduciary firm, we are responsible for our clients’ well-being, and we do not take that obligation lightly. Knowing this, I ask those who come to our office to value and appreciate professional advice. We want you to understand that our bottom line is to help you achieve your unique goals.

I have first-hand experience in making sure that a life change does not equal a family’s altered financial health. In the early days of my career, I encountered hardships that forced me to make major life changes early on. I’m happily married with two children, and we have three dogs and two pet pigs named Hammy & Penelope.

As a team, we work with amazing local organizations such as the Temecula Assistance League and Jacob’s House to uplift and support our local community. We bring that same spirit of service to our work. At Wolfgang Capital we provide comprehensive, tailored retirement plans that are designed to adapt with grace as your life unfolds.