J. J. Wenrich CFP®
J. J. is a Certified Financial Planner and 20-year veteran of the investment world. He developed his fascination with the stock market as a child, watching business reports on PBS, one of the few stations available in his small-town Kansas home. During freezing winters and blazing summers, he was inside learning about what he calls “the amazing world of stocks.” Despite his small-town upbringing, J.J. had progressive teachersalong the way who included personal finance education and stock-picking games in their curriculum.
His professors at The University of Kansas reinforced his love of the stock market. So much that he spent spring break on campus watching CNBC all night with stock charts and spreadsheets as he followed equity markets around the world.
Since then, he met his wife Jodie—also a financial professional at the time—and together they built a family “portfolio” including Jodie’s son and another three children born within 30 months. This family is the foundation of J.J.’s lessons on educating kids (and grown-ups) about healthy financial habits and Teaching Kids to Buy Stocks.
J. J. was a Regional Vice President for Ivy Investments covering Southern California, Nevada and Hawaii before leaving to start Teaching Kids to Buy Stocks in February 2019. He also runs a registered investment advisory practice in San Clemente, CA.