Profil
Mr. Robert E.
Wacker, Jr., is a Chairman & Chief Investment Officer at Wacker Wealth Partners LLC.
He founded the company in August 1987 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.
Mr. Wacker also served on the board at National Association of Personal Financial Advisors.
His extensive community involvement and philanthropy earned him the prestigious Citizen of the Year Award for San Luis Obispo in 2008.
He received his BS in Political Science from Arizona State University College for Financial Planning.
Postes actifs de Bob Wacker
| Sociétés | Poste | Début |
|---|---|---|
Wacker Wealth Partners LLC
 Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Fondateur | 01/08/1987 |
Anciens postes connus de Bob Wacker
| Sociétés | Poste | Fin |
|---|---|---|
| National Association of Personal Financial Advisors | Corporate Officer/Principal | - |
Formation de Bob Wacker
| Arizona State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wacker Wealth Partners LLC
Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Finance |
| National Association of Personal Financial Advisors |
