| Location: | Campbell, CA, 95008 |
| Experience: | 25+ years of experience |
Minimum portfolio requirement
(including stock grants): | At least $500,000 |
| Credentials/Education: |
CFP: Certified Financial Planner
RIA: RIA/Associated RIA
LLB: Masters in Taxation
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| Other Certifications: | Enrolled Agent, Certified Estate Advisor |
| Fee structure(s): | Percentage of assets
Fixed Fee
Fee only
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| Services offered: | Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Employment Negotiations
Divorce
Education Funding
Equity Comp. Planning
StockOpter Analysis
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| Practice and Approach |
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Wade Financial Advisory, Inc. offers comprehensive financial planning services on a fee-only basis to individuals and their families helping them to achieve their financial objectives and peace of mind. Comprehensive financial advice means that we analyze and integrate the many areas of our clients’ financial lives including tax, insurance, investment, retirement, and estate planning. Not only do we design and suggest strategies, but we also help implement and monitor them for maximum effect. |
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