Bob Wacker

Founder at Wacker Wealth Partners LLC

Finance

Consumer Services

Profile

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.

Bob Wacker active positions

Companies	Position	Start
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.	Founder	1987-07-31

All active positions of Bob Wacker

Former positions of Bob Wacker

Companies	Position	End
National Association of Personal Financial Advisors	Corporate Officer/Principal	-

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Training of Bob Wacker

Arizona State University

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	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