Patrick C. O'Hara

Patrick C. O'Hara

| CFP®

Wacker Wealth Partners

(805) 541-1308

Contact Me

rewacker.com

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

Patrick O'Hara is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Patrick OHara is a Fee Only Financial planner and Investment Advisor in San Luis Obispo, California. Patrick has been advising clients since 1993, having worked in the brokerage, banking and boutique investment management arenas.  His experience includes working with medical professionals, business owners, executives, retirees and others.  Patrick earned is undergraduate degree in Economics from Stanford University.  

He is currently a Partner, Wealth Advisor, and member of the Investment Committeeat Wacker Wealth Partners (since 2006).  He has served on numerous non-profit, industry, and community boards during his carreer and currently is a member of the Finance Committee for French Hospital (former Board Member and Treasurer) and the Practice Foundations Committee for NAPFA.  Patrick is married and has four children.