Bob Wacker, CFP®

Chairman | Chief Investment Officer

Bob, a CERTIFIED FINANCIAL PLANNER™ practitioner, founded the company in 1988 as one of the country’s first fee-only advising firms, believing that the best way to serve clients was to provide counsel independent of big banks and brokerage houses. Bob grew up in Tennessee and attended high school and college in Arizona. His early business career in management and financial consulting took him to both Southern and Northern California before Bob and his wife, Debbie, relocated to the Central Coast from Monterey in 1987. Bob thoroughly enjoys the satisfaction that comes from working with the talented team at Wacker Wealth Partners to help their clients achieve their desired financial and life objectives. Bob and Debbie, a local CPA, live in Los Osos and have two grown children and a granddaughter they love to spoil. Bob’s extensive community involvement and philanthropy earned him the prestigious Citizen of the Year Award for San Luis Obispo in 2008. In addition to his many civic and activities, Bob is active in his church and is frequently asked to serve as emcee for many local nonprofit events. Bob is most passionate about providing quality higher educational opportunities for all who aspire, and needed social services for those less fortunate.

Recognized seven times in Worth Magazine’s list of the Top Financial Advisors in America

Recognized twice on Mutual Funds magazine’s list of Great Financial Planners

Multiple Appearances and interviews on KSBY-TV to discuss investment and personal financial issues

Interviews by the Wall Street Journal

Quoted in Money Magazine, Kiplinger’s Personal Finance Magazine, Smart Money, Morningstar Investor, and Financial Planning Magazine

BS, Political Science, Arizona State University
College for Financial Planning

National Association of Personal Financial Advisors (NAPFA)

Current Community & Professional Service

Board of Directors of the Cal Poly University Foundation (founding member) – Investment Committee chair and Executive Committee member

Cuesta College Foundation – Immediate Past President of the Board of Directors

Past Community & Professional Service

National Association of Personal Financial Advisors (NAPFA) – National President 1993/94; Chairman of the Board 1994/95

Board of Governors of the CERTIFIED FINANCIAL PLANNER(TM) Board of Standards (CFP Board) 1996-1999, Executive Committee; Chairman of the Certification Committee; Chairman of the Board of Appeals

San Luis Obispo Chamber of Commerce – Chairman of the Board of Directors 2005

Rotary Club of San Luis Obispo – 20+ year member, President 2003-04

San Luis Obispo Estate Planning Council – member

Travel & Golf