John Thiel, MBA, CFP®
Vice President
John Thiel is a financial advisor who brings clarity and structure to life’s most complex financial decisions. With a background in international business and financial planning, he’s known for his calm presence, analytical mindset, and ability to guide clients through high-stakes transitions with confidence.
At a young age, John develeoped an early interest in how things work, which has evolved into a career focused on helping people make thoughtful, informed choices about their financial lives. He’s especially energized by clients who want a strategic partner, someone who can help them think through big questions and move forward with purpose.
Clients often come to John during pivotal moments: when they’re considering when work could become optional, supporting aging parents, planning for their children’s education, or simply seeking more direction.His interests in macroeconomics and emerging technologies like crypto add depth to his planning conversations, especially for clients who appreciate a forward-thinking perspective.
At a young age, John develeoped an early interest in how things work, which has evolved into a career focused on helping people make thoughtful, informed choices about their financial lives. He’s especially energized by clients who want a strategic partner, someone who can help them think through big questions and move forward with purpose.
Clients often come to John during pivotal moments: when they’re considering when work could become optional, supporting aging parents, planning for their children’s education, or simply seeking more direction.His interests in macroeconomics and emerging technologies like crypto add depth to his planning conversations, especially for clients who appreciate a forward-thinking perspective.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
