Robert Wacker (CFP®)

Robert Wacker focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Tax Planning

Planning Specialties

Mr. Wacker founded R. E. WACKER ASSOCIATES in 1987 to provide high level personal and financial investment advisory services on a cost effective Fee-Only basis. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Mr. Wacker is a graduate of Arizona State University and of the College for Financial Planning. He has been in business for over 30 years as a manager, CEO, and consultant to others.

Mr. Wacker has long been active in the national financial planning community, having served on the Board of Directors of NAPFA from 1992-1995. He was the national President of NAPFA in 1993/94 and Chairman of the Board in 1994/95. Mr. Wacker served on the Board of Governors of the CERTIFIED FINANCIAL PLANNER™  Board of Standards (CFP Board), the professional regulatory organization for over 30,000 CFP`s internationally, from 1996-1999, where he chaired both the Certification Committee and the Board of Appeals and served on the Executive Committee.

Additional Information

R. E. WACKER ASSOCIATES, INC., 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

May 18, 1991


This Office

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