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Wealth Planning Analyst

San Luis Obispo, CA

About Wacker Wealth Partners: We are a fee-only, independent wealth management firm overseeing $850 million in investments and providing comprehensive financial planning for our clients. Our firm’s CEO and founder, Bob Wacker, helped shape the financial planning profession, having served as the national President and Chair of NAPFA and on the Board of Governors of the CERTIFIED ...

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Administrative Assistant

San Luis Obispo, CA

Wacker Wealth Partners, LLC, located in beautiful San Luis Obispo, California, provides comprehensive wealth management, financial and investment planning, and investment management services – on a strictly fee-only basis – to individuals, families, and fiduciaries (trusts, foundations, and estates). We are seeking an Administrative Assistant to join our team. This is an administrative position that serve as the first point of contact in our office and over the ...

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Wealth Advisor

San Luis Obispo, CA

About Wacker Wealth Partners: We are a fee-only, independent wealth management firm overseeing $850 million in investments and providing comprehensive financial planning for our clients.  Our firm’s CEO and founder, Bob Wacker, helped shape the financial planning profession, having served as the national President and Chair of NAPFA and on the Board of Governors of the CERTIFIED FINANCIAL PLANNER™ Board of Standards.  With a team of sixteen people, eight of which are C ...

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