Dillon McGill, CFP®, had planned on being a dentist, but an internship at a financial planning firm changed his mind. When he realized the positive impact that professional financial advice can have on people’s lives, he changed his career course. Today, as Wealth Advisor, Dillon is helping our clients chart a course toward their best lives. His specialties include high-net-worth clients, equity compensation, portfolio planning for concentrated positions, and cash flow planning for highly compensated professionals.
Dillon has more than a decade of experience in financial services. Before joining Wacker Wealth Partners, he worked at another independent firm, advising high-net-worth clients in the Bay Area. He loves the clarity that clients can gain from ongoing financial planning and investment management. He especially appreciates when clients are far enough in the relationship that they “let go” and feel the relief that comes with knowing that a caring professional is taking care of them.
An Arroyo Grande resident, Dillon loves to spend his free time outdoors with his family and friends. Outdoors and nature are truly his favorite place to be, and he can often be found hiking, mountain biking, or relaxing at the beach.
EDUCATION AND CERTIFICATIONS
CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards
Certificates in Financial Planning and Accounting,
UC Santa Barbara
Bachelor of Science, Kinesiology, Cal Poly San Luis Obispo
MEMBERSHIPS AND COMMUNITY INVOLVEMENT
Member, National Association of Personal Financial Advisors (NAPFA)
Member, Financial Planning Association (FPA)
Member, SLO County Sheriff's Advisory Foundation
Board Member, CASA San Luis Obispo County