Eric M. Solve, CFP®, EA
Eric has been with Wade Financial Advisory, Inc. (WFA) since 2012. Since joining WFA, he has taken on the responsibilities of building trusted relationships with new and existing clients and has become a partner of the firm.
Eric is an active member and past president of the Financial Planning Association (FPA) of Silicon Valley and served on the board of directors for several years. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA) with the IRS.
Before becoming a CERTIFIED FINANCIAL PLANNER™, Eric worked in the mortgage industry. This experience helped him realize that families and individuals need and want advice on many different financial matters, which resulted in him pursuing the CFP® designation.
Eric earned a Bachelor's degree in Business Administration with an emphasis in Marketing from San Diego State University and received a Certificate in Personal Financial Planning from the University of California at Santa Cruz Extension.
A frequent speaker, Eric has presented to a wide variety of associations and groups on financial issues such as retirement planning, budgeting, the impact of the credit crunch on home mortgages, adjustable-rate mortgages, credit scores and what they mean, and how to avoid identity theft.
Eric, his wife Bridget, and their two daughters live in Boulder Creek. As a family, they enjoy outdoor activities and appreciate traveling to new places.