Wealth Advisor

Eric has been with Wade Financial Advisory, Inc. (WFA) since 2012. Since joining WFA, he has taken on the...

Director of Investment Research & Management

Neelesh joined Wade Financial Advisory, Inc. (WFA) as a Senior Portfolio Manager, with the responsibility of researching...

Chief Operating Officer

Rachael serves as Chief Operating Officer of Wade Financial Advisory, Inc. (WFA). She is responsible for the day to day...

Associate Advisor

After working 20 years in corporate accounting both private and public companies, Karla decided on a career change to...

Associate Advisor

Brandon joined Wade Financial Advisory, Inc. (WFA) in 2018. He specializes in providing guidance to professionals and...

Associate Advisor

Caleb joined Wade Financial Advisory, Inc. (WFA) as an Associate Advisor in June of 2018. He is responsible for working...

Portfolio Management Associate

Cesar Ortega has been a Portfolio Management Associate for over two and a half years. He loves assisting individuals and...

Client Service Specialist

Genevieve Martin joined Wade Financial Advisory, Inc. (WFA) in 2018 as our Director of First Impressions. Genevieve...

Intern

Chelsea is currently attending San Jose State University, majoring in Business Administration with a concentration in...

Consultant

Stephen views his arrival at Wade Financial Advisory, Inc. (WFA) as the culmination of his financial planning career. 

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