Matthew Wilson

Partner & Wealth Advisor at Wacker Wealth Partners LLC

Matthew Wilson

Matthew Wilson

Partner & Wealth Advisor at Wacker Wealth Partners LLC

Biography

Mr. Matthew R. Wilson is Partner & Wealth Advisor at Wacker Wealth Partners LLC. He is a member of the Investment Committee. He joined the firm in 2005 looking to expand his experience into long-term, comprehensive financial planning.Mr. Wilson career in the financial industry began at Charles Schwab, where he worked with clients to build customized investment portfolios. He graduating with a bachelor’s degree in biological sciences and master’s of business administration, both from Cal Poly in San Luis Obispo[

Overview
RelSci Relationships

8

Number of Boards

1

Contact Data
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Relationships
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Chief Executive Officer, Wealth Advisor & Managing Partner at Wacker Wealth Partners LLC

Relationship likelihood: Strong

Founder at Wacker Wealth Partners LLC

Relationship likelihood: Strong

Partner & Wealth Advisor at Wacker Wealth Partners LLC

Relationship likelihood: Strong

Partner & Chief Operating Officer at Wacker Wealth Partners LLC

Relationship likelihood: Strong

Partner & Director of Investment Operations at Wacker Wealth Partners LLC

Relationship likelihood: Strong

Partner & Wealth Advisor at Wacker Wealth Partners LLC

Relationship likelihood: Strong

Partner & Wealth Advisor at Wacker Wealth Partners LLC

Relationship likelihood: Strong

Account Services Manager at Wacker Wealth Partners LLC

Relationship likelihood: Average

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Matthew Wilson
Partner & Wealth Advisor at Wacker Wealth Partners LLC
Education

California Polytechnic State University or California Polytechnic State University, San Luis Obispo, also known as Cal Poly San Luis Obispo or Cal Poly, is a public university located in San Luis Obispo, California, United States. Founded in 1901 as a vocational high school, it is currently one of only two polytechnic universities in the 23-member California State University system. Comprising six distinct colleges, the university offers 147 bachelor's degrees, 49 master's degrees, and 7 teaching credentials. The university does not confer doctoral degrees.

Career History
Partner & Wealth Advisor
2013 - Current

Wacker Wealth Partners LLC is a private company headquartered in San Luis Obispo, CA, that provides investment advice. It was founded in 1987 by Robert Eugene Wacker. Ryan Nicholas Caldwell is the current CEO, occupying that position since 2007. Wacker Wealth Partners LLC was acquired by Pacific Capital Bancorp (Santa Barbara, California) on 04 Jan 08 for $6.90 million.

Investment Specialist
2000 - 2004

Schwab Charles & Co., Inc. provides investment products and services to retirement and other benefit participants. Its services include investment advisory and trading, equity research, and online financial services. The firm also provides advisory services on estate planning, life insurance, and annuities. The company was founded in 1971 and is headquartered in San Francisco, CA.

Boards & Committees
Member, Investment Committee
2005 - Current

Wacker Wealth Partners LLC is an American private company located in San Luis Obispo, CA, that provides investment advice. It was founded in 1987 by Robert Eugene Wacker. Ryan Nicholas Caldwell has been the CEO of the firm since 2007. On 04 Jan 08 Pacific Capital Bancorp (Santa Barbara, California) acquired Wacker Wealth Partners LLC for $6.90 million.

Other Affiliations
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