Tristen Sheffler

Client Service Associate
Wealth Advisor

tristen headshot

Tristen Sheffler is a Client Service Associate and Wealth Advisor at ARQ Wealth Advisors. Tristen graduated from Northern Arizona University with a bachelor’s degree in finance and a certificate in investments. He currently holds a series 65 license and is a candidate for CFP® certification.

Tristen’s interest in investments grew rapidly during college when he participated in a student managed investment fund where he and fellow classmates managed a portfolio of approximately 2 million dollars. He then had the opportunity to present this portfolio at Vanguard in Scottsdale, AZ which led to his first post graduate job in retirement plan services.

Tristen then moved on to work at Charles Schwab with retail investment accounts. After working for two large firms, he decided that a smaller firm that could dedicate more time and attention to clients was what he wanted to pursue. Currently he works with clients, supports 3 advisors, and is a member of the trading team.

Tristen is originally from San Diego, CA. He moved to Arizona initially for college then made it his permanent home after his studies ended. He currently spends his free time outdoors and enjoys golfing.  

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