Joan Wenglikowski, CFP®

Vice President, Partner

Central Coast, California

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Joan first became involved in personal finance to fill the gaps in her knowledge as she planned her own financial future. Realizing how important taking care of one’s personal finance is, and how little of it is taught, prompted her to pursue financial services as a career. Today as an Advisor, Joan loves getting to know her clients personally and applying her knowledge and experience to help them achieve their goals.
Before transitioning to financial planning, Joan worked in the high-tech and sports industries in the areas of legal, customer service and product management. In 2007, Joan took the leap and moved to San Luis Obispo to join Wacker Wealth Partners. Now as a member of the EP Wealth Advisors family, she takes every opportunity to help team members and contribute to the firm’s common goal, while seeking to have a positive impact on our clients, the team, and the community. As a CERTIFIED FINANCIAL PLANNER™ professional, her specialties include taxes, Social Security, retirement, and really, just caring for clients.
Joan received a B.A., Business Administration from Ferris State University and a Certificate in Personal Financial Planning from UC Santa Cruz. She holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) credential from the CFP Board of Standards.
An enthusiastic traveler who enjoys exploring the beauty of nature, Joan also likes to pursue her curiosity about other cultures as well as involve herself in her local community.