Primary Location
Amenities
Accessibility
Wheelchair accessible entranceWheelchair accessible restroomWheelchair accessible parking lot
Planning
Appointments recommended
Amenities
Restroom
Wacker Wealth Partners stands for “Safety and Security” in my experience. I am so thankful I was referred to Bob Wacker almost 20 years ago. I had been handling my own investments for over 30 years up to that time and doing quite well. However my life situation had changed and I was looking for a “fee only” reputable Certified Financial Planner to take over the responsibilities. I didn’t trust anyone working on commission to manage my hard-earned assets. I live in the Los Angeles area and I had a good friend who lived up to the San Luis Obispo area. I was visiting her and telling her of my search in 2002 and she mentioned Bob Wacker and said he had a fine reputation and had also been listed as one of the top “fee only” Certified Financial Planners in the Nation. I looked up his references and then met with him. I felt immediately that Bob Wacker and his team was were my answer. Their financial research and understanding of the world financial markets is impressive. They are so professional and helped guide me through my final work years and into retirement so I was in the best position to enjoy my retirement in financial security. I was so impressed with Bob Wacker and his team that I recommended them to my sister after I had been with them for a year. I had been helping her over the years with her investments. She was aware that if I trusted them to professionally and safely manage my investments, that was a good enough recommendation for her and she now has her investment portfolio under their management. We both have the sense of security of having our financial assets under their management now for almost 20 years. They have done a phenomenal job.
A good friend of mine, who had also been handling her own investments for many years, was getting ready to retire and had been meeting with various investment advisors in our area. She never felt that they were listening to her and that they were talking gibberish to confuse her as to their earnestness to work for her best interest instead of only trying to get her into some investments that would earn them commissions. She asked for my advice, and understanding how satisfied I had been for years having my IRA, ROTH and Trust accounts under the management of the” fee only” Wacker Wealth Partners ("WWP") and the important facts for my decision to turn over the management of my investments to them was that the Partners were licensed as Certified Financial Planners (CFP) with a fee only structure and were highly regarded with an exceptional reputation in the Central Coast Area and beyond. My friend then spoke with my personal advisor at WWP and was immediately struck by how quickly the Advisor understood her concerns and explained clearly the services she would be provided with going forward. My friend also made the decision to go with Wacker Wealth Partners and has been so relieved that these advisors she respects have lifted this burden from her a couple years ago and are managing her accounts. She just retired this past week feeling secure that she will have financial independence for the remainder of her life.
