Wolfgang Capital

Zachary Herzog is a financial advisor at Wolfgang Capital with 12 years of industry experience. He holds a Series 65 designation and has worked with Wolfgang Capital since 2016, alongside roles at affiliated firms including Wolfgang Tax & Accounting LLP and Wolfgang Financial and Insurance Agency. Herzog is also involved as a partner in a tax and accounting firm and works as a fixed life and health insurance salesman. Wolfgang Capital advises individual clients ranging from non-high-net-worth to high-net-worth households, providing discretionary asset management and financial planning services. The firm manages portfolios using client-specific investment policy statements and a combination of fundamental, technical, and cyclical analysis, and offers educational seminars and webinars to the public.

Travis Cramer is a Series 65 licensed advisor with Wolfgang Capital, based in Temecula, CA, and has been with the firm since 2025. His prior experience includes roles at Northpoint Tax, Wealth and Business Advisory and Bryars Tolleson Spires & Whitton LLP. Outside of advising, he is a partner and CPA at Wolfgang Tax & Accounting LLP, where he provides tax professional services. Wolfgang Capital serves individual clients, both non-high-net-worth and high-net-worth households, offering discretionary asset management and financial planning services. The firm manages portfolios based on client-specific investment policies and conducts educational seminars and webinars for the public.

Ryan Mizer is a financial advisor at Wolfgang Capital with seven years of industry experience. He holds a Series 65 designation and has served in the US Armed Forces prior to his financial career. In addition to his advisory role, he is involved in insurance sales and service through Wolfgang Financial and Insurance Agency. Wolfgang Capital advises both non-high-net-worth and high-net-worth individual clients, providing discretionary asset management and financial planning services. The firm offers educational seminars and webinars and manages portfolios based on client-specific investment policy statements using a combination of fundamental, technical, and cyclical analysis.