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✓ Integrate your finances and goals
✓ Build a robust retirement plan
✓ Optimize your tax exposure
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.
Victoria graduated from Whittier Law School with her J.D. Degree in 2013. In addition to being an Estate Planning Attorney, Victoria is a licensed California real estate broker with an emphasis on trust and probate properties, as well as a certified divorce mediator. She is a proud member of the California State Bar Association, the Riverside County Bar Association, the Southwest Riverside County Association of Realtors, Mediators Beyond Borders, the National Association of Realtors, and the California Association of Realtors.
Victoria is a mother of 8, who is heavily involved in the community. She participates on the board of several Philanthropies and is a member of the National Charity League, Habitat for Humanity, Dollars for Scholars and Parent Teacher Associations.
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.
Takoda’s birthday is Oct. 29th. We got him from someone looking to rehome him and are so happy to have him as part of our family! His Siberian Huskey lineage dates back 9,500 years with a history of loyal partnership and hard work.
Although Takoda is a man of action, we look to him to remember to balance our hard work with lighthearted enjoyment and quality family time.
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