Rodney Wade (AIF®, BS, CEA, CFP®, EA, MST)

Rodney Wade focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

portfolio management

employee stock options
retirement plan distributions

tax planning

Additional Information

Rodney Wade is a CERTIFIED FINANCIAL PLANNER ™  licensee and has Enrolled Agent status with the Internal Revenue Service.  He received both his Bachelors degree in Finance with a minor in Economics and Masters degree in Taxation from San Jose State University.  His employment in financial services dates back to 1983 and has included positions in accounting, retirement plan administration, insurance sales, investment advisory, tax planning, and tax preparation.  Mr. Wade is involved in numerous industry associations including the Financial Planning Association, the National Association of Personal Financial Advisors, the National Association of Tax Practitioners, and the Alliance of Cambridge Advisors, LLC.  He has been a guest speaker at many Silicon Valley groups. He has been quoted on a wide range of topics in industry publications such as Investment Advisor, Financial Planning, Financial Services Weekly, and featured on MSN’s Money Central.

NAPFA Start Date

July 21, 1998


This Office

2105 S Bascom Ave Ste 110 Campbell, CA 95008-3274 Phone: (408) 369-7399 Fax: (408) 369-0607