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Rodney Wade, EA CFP MS Taxation
Wade Financial Advisory, Inc.
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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
Other Certifications:Enrolled Agent, Certified Estate Advisor
Fee structure(s):Percentage of assets
Fixed Fee
Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
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.
Please read the terms and conditions of the service before continuing.
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