Wacker Wealth Partners is thrilled to share that they’ve welcomed six new members to our team. In addition, they are proud to announce that two existing team members have passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam.
Their Registered Investment Advisory firm has expanded the Wealth Planning Analyst team, adding three new members: Eylene Grundfor, Ryan Hall, and Colson Sutherland. The Wealth Planning Analyst is a member of each client’s advisory team, helping to ensure each client receives outstanding service.
These individuals are also pursuing the CFP® certification. This certification is earned by completing the CFP Board-approved coursework that covers eight principal knowledge domains (70 topic areas in total), passing the rigorous CFP® exam, and accruing 6,000 hours of qualified professional experience.
Speaking of passing this rigorous CFP® exam, congratulations are in order to current Wealth Planning Analysts Julian Strickland and Stuart Campbell, who both recently passed the extensive exam.
To sit for the exam, candidates must first complete the required coursework, so both Julian and Stuart only need to complete the experience requirement to become newly minted CFP® practitioners.
Additionally, they are pleased to welcome back a familiar face to the team, Jillian Ashby (formerly Jillian Pearson), who has rejoined Wacker Wealth Partners as Office Manager. Should you visit the office, Jill will likely be one of the two friendly faces that greet you from the reception area.
You will also likely be welcomed by Katie McDermott, Client Services Associate, upon entering their office or calling in. They are thrilled to welcome Katie to the team. In addition to her duties as Client Service Associate, she assists with some of their marketing and design needs.
Lastly, they are pleased to welcome a new Portfolio Administrator, Georgiana Atsma, who recently graduated from California State University, Fresno. They are lucky to have been able to hire Georgiana, who already has direct experience in portfolio operations.
“Our team’s expansion represents the vote of confidence our clients have placed in us, and we are grateful for their trust,” said Ryan Caldwell, CFP®, the firm’s Chief Executive Officer. “As Wacker Wealth Partners grows, we are committed to providing our clients the same level of personalization and expertise they have come to expect. With two more colleagues very close to becoming CFP® professionals and our expanding team in general, we are confident that we can continue to do just that.”
About Wacker Wealth Partners
Wacker Wealth Partners is an independent financial planning and investment management firm helping clients chart a course to their best life. Based in San Luis Obispo, Wacker Wealth Partners is a fee-only, fiduciary Registered Investment Advisor committed to exceptional wealth management. It serves couples and individuals who want to feel confident about retirement, are navigating career success while saving for tomorrow, or are seeking financial clarity in a time of transition. Learn more at wackerwealthpartners.com.