- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Campbell, CA 95008
Rodney Wade is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Rod founded the firm in 1986 as Wade and Associates and incorporated the firm as Wade Financial Advisory, Inc. in 1992. As President of the firm, he wears numerous leadership hats, including Chief Executive Officer, Chief Investment Officer and Senior Financial Advisor. Rod is familiar across the Silicon Valley where he has been a featured speaker for many groups and corporations on topics ranging from employee equity compensation and retirement plans to taxation issues around investment management and financial planning. A trusted industry leader and source for the press, he has been quoted in Investment Advisor, Financial Planning, and Financial Services Weekly, and featured on MSN’s Money Central.
Rod has been working in financial services for nearly three decades, focusing on full-spectrum wealth management, including accounting, retirement plan administration, insurance and trust services, investment brokerage, tax planning, and tax preparation. He 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. He is an Enrolled Agent (EA) with the IRS, a Certified Financial Planner® (CFP®), a Certified Estate Advisor (CEA®), and a NAPFA Registered Financial Advisor, and he has held FINRA Series 7 and 63 licenses. A graduate of Cambridge Advisor Training, Rod was named among the Best Financial Advisors by Worth Magazine and included in the Consumer Research Council's Top Financial Planners in America Guide. He also served as a NAPFA regional board member from 2004-2007.
Active in the local community, Rod coaches in the Los Gatos United Soccer League and volunteers for Catholic Charities of Santa Clara County. 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.