Wacker Wealth Partners
Suggest an EditAbout Wacker Wealth Partners
In 1988, our founder, Bob Wacker, CFP®, hung out his shingle in San Luis Obispo to provide fee-only financial planning and investment management services. As a commission-free firm, we were providing a unique form of financial services back then and one that is still too rare today. We take a “clients first” approach to wealth management at Wacker Wealth Partners. Our mission is to partner with clients to chart the course to their best life. Here, clients receive coordinated financial planning f
In 1988, our founder, Bob Wacker, CFP®, hung out his shingle in San Luis Obispo to provide fee-only financial planning and investment management services. As a commission-free firm, we were providing a unique form of financial services back then and one that is still too rare today. We take a “clients first” approach to wealth management at Wacker Wealth Partners. Our mission is to partner with clients to chart the course to their best life. Here, clients receive coordinated financial planning f
Company Highlights
Employees
Year Founded
1988
Employees25
Location (HQ)
USA
Monthly Website Visitors
2.9K
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Investment Management
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