Matt Wilson, CFP®

Wealth Advisor | Partner

Matt is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a partner at our firm, serving as a wealth advisor and member of the Investment Committee. Matt grew up in the Bay Area and in Southern California before graduating with a bachelor’s degree in biological sciences and master’s of business administration, both from Cal Poly in San Luis Obispo, where he was also a member of the wrestling team. Matt’s career in the financial industry began at Charles Schwab, where he worked with clients to build customized investment portfolios. He joined Wacker Wealth Partners in 2005, looking to expand his experience into long-term, comprehensive financial planning. Matt keeps his eyes on his clients’ long-term success and is particularly proud of the times when he has helped clients stay the course during difficult, high-emotion investment periods. Matt is an avid surfer and outdoor enthusiast who fell in love with the Central Coast the first time he visited Cal Poly. He lives in Los Osos with his wife, Liz, and their two children. In his spare time, he coaches youth sports, plays guitar, and surfs whenever he can.

BS Biological Sciences, Cal Poly, SLO

Masters of Business Administration, Cal Poly, SLO

Personal Financial Planning, College for Financial Planning

National Association of Personal Financial Advisors (NAPFA)

Financial Planning Association (FPA)

Investment Management Consultants Association (IMCA)

Current Community & Professional Service

Cal Poly Corporation – Investment Committee Member

Meathead Youth Wresting Club – President

South Bay Soccer Association – Youth Soccer Coach

Surfing, Coaching Youth Soccer and Youth Wrestling, Playing Guitar