Team

John Foltz

Managing Director

480.795.2600

jfoltz@foltzfinancial.com

John is the Managing Director and Founder of Foltz Financial Private Wealth Management. He brings over 14 years of experience to the firm and was able to learn and grow at large financial institutions including Morgan Stanley and Merrill Lynch for the last ten years.  After graduating from Arizona State University with a Dean’s List Award, his studies in Finance proved to be his passion.

What was most rewarding about starting his career at B.C. Ziegler, a small bond underwriting firm, is that he was given full responsibility immediately and had to learn to adapt quickly in the investment world.  His office was directly adjacent to a seasoned bond analyst who befriended John and brought it upon himself to teach him everything and anything about bonds and the bond market.  To this day, John is grateful to these three years of grooming and camaraderie and often admits how beneficial and thankful he was for this opportunity and this friend.

John decided to start his own firm to offer a higher level of service for his clients and is passionate about creating customized plans for them. In his role, he actively manages his clients’ portfolios, and to this day, does not even consider it work. He often says that it’s fun for him, and he doesn’t mind being at the office until 7pm some nights or going into the office on the weekend. 

John has always been passionate about finance (any of his current clients knows that he can talk about it for hours!) and he’s grateful to be able to offer sound advice to his clients. He loves the challenge of mitigating risk while capturing gains and helping his clients focus on their goals while he focuses on their investments.

He started in the financial industry at a young age after buying his first real estate investment at 20. He also put himself through college, worked two jobs, made business connections as he waited tables at a fine dining restaurant, and eventually bought four more real estate investment properties that all turned profits. Throughout these years, he learned to invest diligently and prudently. More often than not, he finds himself helping clients with real estate advice as he is always available and incorporates all facets of his clients’ life and different investments into their tailored financial plan.   

John has lived in the Scottsdale area since his freshman year in high school and loves that he can give back to his hometown locally to help families and friends plan for their financial future. He has several long-term clients that he’s known since his days at Chaparral High School and Arizona State University. He loves serving the community of Scottsdale and currently lives in McDowell Mountain Ranch with his girlfriend, Dominika. Together, they are big foodies and enjoy working out, hiking, playing tennis, and traveling. John has gone wine tasting all over the world, from Napa to Spain to Portugal to Italy, but is also just as happy at home with a great glass of bourbon with friends.