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 from a team of CERTIFIED FINANCIAL PLANNER™ professionals and the support of specialized team members focused on taking care of them.

We work with individuals, couples, and families throughout the Central Coast of California and nationwide who:

• Want to feel confident that they have saved enough to retire on
• Seek the balance between enjoying today and saving for tomorrow
• Face a transition and need to know that their finances are OK

We meet in person or virtually, depending on the client’s needs.

With each client, we build a comprehensive financial plan to help them achieve their vision for life. Services include:

• Goal setting
• Retirement planning
• Investment management
• Insurance review
• Employee benefits and compensation
• Tax planning
• Estate planning
• Education planning
• Cash flow planning
• Debt management
• Philanthropic planning
• Multi-generational wealth transfer

Our in-house investment committee makes decisions as a committee, which requires a threshold of conviction before we act. We take an evidence-based, cost-conscious approach to asset allocation. Our portfolios are globally diversified, tailored to each client’s risk tolerance, and designed to help them achieve their goals.