Patrick O'Hara (CFP®)

Patrick O'Hara focuses in the
following client markets or areas of practice:

Alternative or Private Investments

Business Owners

Corporate Executives

High Net Worth Client Needs

Medical Professionals

Retirement Planning & Distribution Rules

Planning Specialties

Mr. O'Hara is a senior advisor, working directly with clients on all matters related to financial planning and investment management. He is a graduate of Stanford University with a Bachelors in Economics (1987). He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Mr. O’Hara has over 20 years of experience in the financial services industry as a credit analyst, commercial lender, financial planner, portfolio manager and investment advisor at City National Bank, Merrill Lynch, Wells Fargo Bank, and Heritage Oaks Financial Services. Mr. O’Hara joined R.E. Wacker Associates in 2006 and is a member of the firm's investment committtee.

Additional Information

WACKER WEALTH PARTNERS, 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).