Tristen Sheffler

Tristen Sheffler, CFP®, is a Wealth Advisor and Trader at ARQ Wealth Advisors, where he works directly with clients to develop and implement comprehensive financial planning strategies tailored to their goals.

As a CERTIFIED FINANCIAL PLANNER® professional, Tristen has a strong focus on financial and tax planning. He leads ARQ Wealth’s Financial Planning Committee, helping the firm’s advisors stay current on evolving planning strategies, tax laws, and opportunities that can add value for clients. He also works extensively with clients on proactive tax planning, analyzing how decisions involving investments, retirement accounts, charitable giving, income, and other areas of their financial lives can be coordinated to improve long-term outcomes.

Tristen holds a bachelor’s degree in finance and a certificate in investments from Northern Arizona University. His passion for investing grew during college, where he participated in a student-managed investment fund overseeing a $2 million portfolio. That experience helped launch his career in financial services with Vanguard, where he gained valuable experience working with investors before ultimately joining ARQ Wealth Advisors. Today, his role at ARQ allows him to bring together his backgrounds in investment management, financial planning, and tax strategy to help clients make more informed and coordinated financial decisions.

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.