Wade Financial Advisory

Specialties

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.

Our advisors are credentialed and experienced in financial services and maintain their knowledge with rigorous continuing education. Each advisor has consciously chosen this profession because of the satisfaction gained through building client relationships and achieving positive results.

We feel that a collaborative approach yields the best results. In doing so, we spend time learning about our clients’ views and desires, as well as educating them about the options available. After meeting with a potential client, we design a six-​month plan with an all inclusive retainer fee. The retainer fee includes all necessary appointments, phone calls, and emails throughout the term.

History

Established in 1986.

Rodney Wade is a CERTIFIED FINANCIAL PLANNER™ licensee and has Enrolled Agent status with the Internal Revenue Service. He received both his Bachelors degree in Finance with a minor in Economics and Masters degree in Taxation from San Jose State University. His employment in financial services dates back to 1983 and has included positions in accounting, retirement plan administration, insurance sales, investment advisory, tax planning, and tax preparation. Mr. Wade has the honor of being named to Worth magazine’s annual list of the 300 Best Financial Advi​sors​.Mr. Wade is involved in numerous industry associations. He is a recognized authority on the topics of employee stock options and retirement plan distributions and has been a guest speaker at many Silicon Valley groups. He has been quoted on a wide range of topics in industry publications such as Investment Advisor, Financial Planning, Financial Services Weekly, and featured on MSN’s Money Central.

Meet the Manager

Eric S.

Manager

Eric Solve has been with WFA since 2012, taking on the responsibilities of building trusted relationships with new and existing clients. He is a member and current Chairman of the Financial Planning Association of Silicon Valley. A Certified Financial Planner® (CFP®), he earned a Bachelor’s degree in Business Administration with an emphasis in Marketing from San Diego State University and a Certificate in Personal Financial Planning from the UC Santa Cruz.