
Rod founded the firm in 1986 as Wade and Associates and incorporated the firm as Wade Financial Advisory, Inc. (WFA) in...
Wade Financial Advisory, Inc. (WFA) is a fee-only wealth management firm based in Campbell, CA, and serving Silicon Valley.
As your wealth advisors, we help manage every aspect of your financial life, partnering, educating, and guiding you throughout the process to help you make well-informed financial decisions.
At Wade Financial Advisory, Inc., we do not believe in the concept of "hot" stocks or in seeking short-term returns from any investment. Nor do we believe in attempting to "time" the market.
Empowering you to act with clarity and confidence, to ultimately live a more meaningful, satisfactory life.
There's a significant difference between financial advisors who merely tick the boxes and ones who are genuinely committed to understanding the needs and aspirations of their clients.
At Wade Financial Advisory, Inc., we have the depth to engage complexity for our clients, and the wisdom to introduce simplicity where it is warranted
Rod founded the firm in 1986 as Wade and Associates and incorporated the firm as Wade Financial Advisory, Inc. (WFA) in...
Eric has been with Wade Financial Advisory, Inc. (WFA) since 2012. Since joining WFA, he has taken on the...
Annrose is a native New Yorker who moved to the Bay area in August 2015. She has over 15 years of experience in the...
Pat joined Wade Financial Advisory, Inc. (WFA) in 2019 after spending over 28 years as a financial advisor at American...