Rodney D. Wade, CFP® AIF® EA, MS Taxation
Rod founded the firm in 1986 as Wade and Associates and incorporated the firm as Wade Financial Advisory, Inc. (WFA) in 1992. As CEO of the firm, he serves in several leadership roles, including Chief Investment Officer and Senior Financial Advisor.
As a trusted industry thought leader and go-to financial source for the press, Rod has been quoted in many publications including Investment Advisor magazine, Financial Planning magazine, Financial Services Weekly, and featured on MSN’s Money Central. He also is often invited to speak on employee equity compensation strategies and many other wealth management topics.
Rod graduated with distinction with a Bachelor’s degree in Finance with a minor in Economics and earned a Master’s degree in Taxation, both from San Jose State University.
When he was getting started after college, he noticed that there were many valuable financial disciplines and professions – from accountants, stockbrokers, insurance agents, realtors to mortgage agents – but it seemed very few of these experts worked together. It was during this time that Rod saw an opportunity to better serve clients as a holistic financial advisor.
Nowadays, with WFA, Rod and his team can coordinate the array of financial disciplines that clients need to navigate life with confidence.
Rod is an Enrolled Agent (EA) with the IRS, a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Estate Advisor (CEA®), Accredited Investment Fiduciary (AIF), and a NAPFA Registered Financial Advisor and has held FINRA Series 7 and 63 licenses. He also served as a NAPFA regional board member from 2004-2007.
Active in the local community, Rod coached for many years in the local soccer league and volunteers for Catholic Charities. He recently finished serving two years on the Financial Advisory Committee to the local school board. He lives in Los Gatos with his wife Korrin and their children Michael and Bella, where he stays fit by mixing it up with running, biking, hiking, swimming, tennis, and golf.