| Rodney D. Wade,
CFP®, EA, MST, CEA, Principal
Rodney Wade is a CERTIFIED FINANCIAL PLANNER ™ licensee and has Enrolled Agent status with the Internal Revenue Service. Mr. Wade is the principal and an Investment Adviser Representative with Wade Financial Advisory, Inc. 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 Advisors.Mr. Wade is involved in numerous industry associations including the Financial Planning Association, the National Association of Personal Financial Advisors, the National Association of Tax Practitioners, and the Alliance of Cambridge Advisors, LLC. 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 is often a guest on the television program Real Estate Today discussing financial planning strategies and real estate. 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.
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| Charly R. Youngflesh
Personal Financial Adviser
Charly Youngflesh is a graduate from San Diego State University with a Bachelors degree in Economics and a minor in Finance. He also has a Certificate in Financial Planning from University of California at Berkeley and a certificate in Tax Preparation. His employment in financial services dates back to 1994 and included positions in account holder services, investor relations, asset transfer coordination, and trust administration. He is an Investment Adviser Representative of Wade Financial Advisory, Inc.
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| Ethan L. Pepper, CFP®
Personal Financial Adviser
Ethan Pepper joined Wade Financial Advisory, Inc. in November 2006. He graduated from San Jose State University with a Bachelors degree in Business Administration, concentration in Finance. He earned a Certificate in Personal Financial Planning from the University of California Extension, Santa Cruz. Ethan is also a CERTIFIED FINANCIAL PLANNERTM designee. His employment in financial services has included positions in insurance sales and investment advisory. He currently holds the following investment licenses: Series 6, 7, 63, 65 and the California Life / Health insurance license. Ethan is an Investment Adviser Representative of Wade Financial Advisory, Inc.
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| Rachael J. Bellah
Team Adviser
Rachael Bellah joined Wade Financial Advisory, Inc. in February of 2002. She has a certificate in tax preparation and has completed studies in individual and intermediate tax preparation. Rachael is the firm’s Credit and Identity Theft Specialist as well as a Notary Public for the State of California. Additionally, she has participated in the Registered Para-Planner program and Specialized Tax classes.
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| Helena Gelfor
Business Manager
Helena Gelfor is the Office Manager with over 15 years of experience in administrative support, business management and client services. She has a Bachelors degree from the St. Petersburg University, Russia. Additionally, she has completed basic tax preparation coursework.
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