Rodney D. Wade / Financial Advisor in Campbell, California

Partner. Educate. Guide. These three words clearly articulate how we strive to serve as our clients' trusted advisors, helping grow and secure assets to provide financial opportunities and peace of mind. We take this mantra to heart within our own team, working closely together to share knowledge. We continue to expand our skills, and guide each other, following our core values of integrity, expertise and service.

In 1986, Rodney Wade founded the firm Wade and Associates, serving as an independent contractor to broker-dealer Waddell and Reed Financial Services. Realizing that his clients could be much better served through comprehensive advisory services rather than individual financial products, Rodney founded Wade Financial Advisory in 1992.

An active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), Wade Financial Advisory, Inc. is an independent, fee-only Registered Investment Advisor (RIA). As such, we are committed to always acting in the best interests of our clients. We receive no commissions on the solutions we recommend, meaning that our advice is always based on your financial needs. As a fee-only advisory firm, the cost of our services is entirely dependent on your unique needs. Please contact us to discuss your individual account and needs.

Specialties

401K Consulting Annuities & Life Insurance Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning CPA Debt Management Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Income Tax Planning Independent Investment Advisor Investment Consulting Investment Services IRA Legacy Planning Mutual Funds NAPFA Member Professional Wealth Management Retirement Distribution Plan Retirement Planning Special Needs Planning Stocks Sustainability Trustee Services Wealth Management