Rachael serves as Chief Operating Officer of Wade Financial Advisory, Inc. (WFA). She is responsible for the day to day leadership and management of the firm.
Working side by side with WFA's founder, Rodney Wade, since 2001, Rachael has become knowledgeable in all aspects of the firm. She started as an Administrative Assistant, progressed to Client Service Associate, then Portfolio Management Associate and finally moved to Chief Operating Officer and Chief Compliance Officer. She became a partner in WFA in 2013.
Since joining WFA, Rachael has taken many tax, management, and compliance courses. She enjoys working with clients and employees and strives to make a positive difference in people's lives in everything she does.
In her spare time, Rachael enjoys powerlifting and learning the ukulele. She and her husband Phillip live in San Jose, where they enjoy live music events and the outdoors. Rachael also enjoys visiting with her son Matthew and her parents in the Sacramento area