Ryan Caldwell, CFP®

CEO, Wealth Advisor | Managing Partner

Ryan is a CERTIFIED FINANCIAL PLANNER™ practitioner and a partner at our firm, serving as a wealth advisor and member of the Investment Committee. He grew up in Paso Robles, graduated with a degree in biological sciences from Cal Poly in San Luis Obispo, and studied financial planning at UC Santa Cruz. Ryan began his career in Santa Barbara and then held client services and management positions during a five-year tenure with Fisher Investments in the Bay Area before returning to the Central Coast in 2007 to join Wacker Wealth Partners. He was attracted by the firm’s team-oriented approach to providing individually tailored service to its clients. He has a particular passion for serving the community through providing financial literacy education and serves as a standing instructor of the United Way’s Money Talks financial literacy course for high school seniors. Ryan and his wife, Amanda, live in San Luis Obispo with their three children. Outside the office, he can be found enjoying the Central Coast’s trails and beaches with his family.

2014 SLO Tribune Top 20 Under 40

2015 Pacific Coast Business Times Top 40 Under 40

BS Biological Sciences, Cal Poly San Luis Obispo

Personal Financial Planning, UC Santa Cruz

National Association of Personal Financial Advisors (NAPFA)

Financial Planning Association (FPA)

Current Community & Professional Service

SLO Chamber of Commerce – Chairperson of the Board of Directors, Finance & Economic Development Committees

United Way of SLO County – Treasurer, Board of Directors, Volunteer – Money Talks Financial Literacy

Leadership SLO – Treasurer, Board of Directors

Past Community & Professional Service

Ventura Chapter of the Financial Planning Association – Board of Directors and Regional Coordinator

Leadership SLO XX

Surfing, hiking, camping and karaoke.