Joan  Wenglikowski

Joan Wenglikowski

| CFP®

Wacker Wealth Partners

Fee Only Financial Planner Located in San Luis Obispo, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

973 Higuera Street
Suite A
San Luis Obispo, CA 93401

Joan is a CERTIFIED FINANCIAL PLANNER™ practitioner and a partner at our firm, serving as a wealth advisor and leading the Financial Planning Committee. Joan grew up in Michigan and attended Ferris State University in Big Rapids. Prior to joining our firm, she worked in the high-tech and the sports industries in legal, customer service and product management, most recently in Santa Cruz. Transitioning into financial planning, Joan sought an independent, fee-only firm and joined Wacker Wealth Partners in 2007. She is passionately curious about her clients.  She enjoys getting to know them personally and helping them achieve their goals throughout their life.  Outside the office, Joan has a passion for travelling the globe. She has explored China and Cuba, cycled the Crimea coast, and hiked to the top of Mount Kilimanjaro, among many other adventures. Closer to home, she enjoys hiking the Central Coast with her dog, Nelson; volunteering for several local organizations; and advocating for local independent businesses. She lives in San Luis Obispo.