InvestmentNews has recognized Ryan Caldwell, CEO of San Luis Obispo financial planning and investment advisory firm Wacker Wealth Partners, as one of its 40 Under 40 honorees for 2018. According to InvestmentNews, the 40 Under 40 list “aims to reveal the tremendous potential in the financial advice industry by finding often unrecognized young talent who are doing remarkable things.”
InvestmentNews, a leading news source for financial advisors nationally, reports more than 1,000 advisers and associated professionals nationwide are nominated each year and are evaluated based on their accomplishments, industry contributions, leadership and promise for the future of the industry.
“I am very honored to receive this recognition at the national level and to be included among our industry’s most inspiring visionaries and accomplished leaders,” said Caldwell. “It really is a reflection of the recognition and respect our firm enjoys nationally and of the exceptional level of care and competence with which our entire WWP team serves our clients.”
Caldwell has deep roots on the Central Coast and 15 years’ experience in the financial services industry. He grew up in Paso Robles, graduated from Cal Poly and last year served as Chair of the San Luis Obispo Chamber of Commerce.
Caldwell joined Wacker Wealth Partners more than 10 years ago, and earlier this year was named firm CEO. To learn more about Caldwell and the 2018 40 Under 40 awards, visit http://www.investmentnews.com/section/40-under-40/2018.
Wacker Wealth Partners, located at 892 Aerovista Place in San Luis Obispo, provides trusted investment management and financial planning to individuals, families, businesses and non-profit organizations. Founded in 1988 by Bob Wacker, the firm employs 17 people and is now owned by eight equity partners. For more information, visit wackerwealthpartners.com.