- Scottsdale, AZ
Tristen Sheffler
Tristen Sheffler began his career in the financial services industry in 2019 and is currently a Wealth Advisor and trader at ARQ Wealth Advisors. Tristen holds a bachelor’s degree in finance and a certificate in investments from Northern Arizona University. In 2024 he obtained his Certified Financial Planner™ (CFP®) designation.
His passion for investing began during college, where he participated in a student-managed investment fund overseeing a portfolio of $2 million. This experience culminated in a presentation to the NAU Foundation Committe at Vanguard in Scottsdale, AZ which led to his first role in retirement plan services.
Tristen later joined Charles Schwab, working on the retail side of the business. After gaining experience at two of the largest financial institutions in the country, he sought a more client-focused environment and joined ARQ Wealth Advisors. In his current role, he works directly with clients and is a member of the trading team.
Originally from San Diego, Tristen moved to Arizona for college and has since made Scottsdale his home. Outside of work, he enjoys spending time outdoors and golfing.
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