Patrick O'Hara (CFP®)

Patrick O'Hara focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Mr. O'Hara is a senior advisor, working directly with clients on all matters related to financial planning and investment management.  He is a graduate of Stanford University with a Bachelors in Economics (1987).  He is a CERTIFIED FINANCIAL PLANNER™ practitioner.  

Mr. O’Hara has over 20 years of experience in the financial services industry as a credit analyst, commercial lender, financial planner, portfolio manager and investment advisor at City National Bank, Merrill Lynch, Wells Fargo Bank, and Heritage Oaks Financial Services.  Mr. O’Hara joined R.E. Wacker Associates in 2006 and is a member of the firm's investment committtee.


Additional Information

WACKER WEALTH PARTNERS, located in beautiful San Luis Obispo, California, provides comprehensive wealth management, financial and investment planning, and investment management services – on a strictly Fee-Only basis – to individuals, families, and fiduciaries (trusts, foundations, and estates).

NAPFA Start Date

December 09, 2008


This Office

892 Aerovista Place Suite 220 San Luis Obispo, CA 93401-7906 Phone: (805) 541-1308 Fax: (805) 541-5517