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Wacker Wealth Partners Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Wacker Wealth Partners is a small investment management firm based in San Luis Obispo, California. Founded in 1988 by Bob Wacker, CFP®, the firm provides fee-only financial planning and investment management without commissions, emphasizing a client-first approach and coordinated planning from Certified Financial Planner professionals with a dedicated support team. It serves individuals, couples, and families on the Central Coast and nationwide, meeting clients in person or virtually to tailor plans around retirement readiness, today's lifestyle, and future goals.

Its services cover a broad range of planning areas—goal setting, retirement, investments, insurance, tax, estate, education, cash flow, debt management, philanthropy, and multi-generational wealth transfer—alongside investment management. An in-house investment committee governs asset allocation with an evidence-based, cost-conscious mindset, seeking globally diversified portfolios aligned with each client's risk tolerance. In April 2024, EP Wealth Advisors announced it had acquired Wacker Wealth Partners, marking a notable corporate development in the firm's history.

Find Wacker Wealth Partners employees' phone numbers or email addresses

Wacker Wealth Partners Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Wacker Wealth Partners's Leadership

  • Stylized image of a person
    M. C.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Wealth Advisor
    Phone icon
    Mobile Phone

Wacker Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wacker Wealth Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. C.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Jul 29, 2024
  • Stylized image of a person
    M. M.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Wacker Wealth Partners known for?

Minus sign iconPlus sign iconWacker Wealth Partners was founded in 1988 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-805-541-****
. Explore Wacker Wealth Partners's company overview page for more information.

What is Wacker Wealth Partners's most common email format?

Minus sign iconPlus sign iconWacker Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wacker Wealth Partners email formats with LeadIQ.

How many employees does Wacker Wealth Partners have currently?

Minus sign iconPlus sign iconWacker Wealth Partners has approximately 21 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Wacker Wealth Partners's key employees and leadership?

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As of July 2026, Wacker Wealth Partners's key employees include:

  • Wealth Advisor: M. C.
  • Wealth Advisor: M. M.

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