Wacker Wealth Partners

Employees 19 | Firm Type RIA | CEO Ryan Caldwell | Location San Luis Obispo, California | Primary Custodian Schwab Advisor Services |

Employees at Wacker Wealth Partners enjoy staff events such as bowling, archery and art, along with team-building excursions. The company also offers employees flexible schedules to promote a balanced life. The firm has a charitable gift-matching program along with paid time off for volunteering. The company applies its “Clients First” values to its employees to create a positive, encouraging atmosphere.

Due to the pandemic, the firm created an in-office work policy that clearly outlines the expectations surrounding office density, masking, office sterilization and the ramifications for engaging in different risk level activities. All in-person internal and client meetings are now virtual meetings held via Zoom.