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    Wade Financial Advisory, Inc.

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    Description

    • Wade Financial Advisory, Inc. is a fee-only financial planning firm based in Campbell, CA, and serving the Silicon Valley. A Registered Investment Advisor (RIA), we deliver comprehensive financial servicesfinancial planning, investment management, and tax planning and preparationall at a single location convenient to Los Altos, Los Gatos, Palo Alto, San Jose, and the surrounding Silicon Valley communities. Driven by core values of integrity, expertise and service, our mission is to partner, educate, and guide every client to provide financial peace of mind.Our clientssuccessful business owners, driven executives, individuals and families with complex financial livesreside in an area that is rife with change. As a result, their financial needs are constantly changing, requiring an unusually high level of care and attention. At Wade Financial Advisory, our services are designed specifically to address the full scope of this complexity, including taxes, investments, risk management, real estate, retirement, and estate planning. As fee-only planners and fiduciaries, we receive no commissions or referral fees for any of the solutions we recommend, ensuring that our advice is 100% unbiased and focused solely on our clients' best interests. We invite you to contact us today at 408-369-7399 to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial peace of mind.
    • location

      Headquarters:2105 South Bascom Avenue Suite # 110, Campbell, California, United States

      More
    • Wade Financial Advisory, Inc. phone

      Phone Number: +1 408-369-7399

    • Wade Financial Advisory, Inc. website

      Website: https://www.wadefa.com

    • Wade Financial Advisory, Inc. employees

      Employees:13

    • Wade Financial Advisory, Inc. revenue

      Revenue:$1 - 10M

    • Wade Financial Advisory, Inc. legal name

      Legal Name:Wade Financial Advisory, Inc.

    • Wade Financial Advisory, Inc.'s Social Media

      Wade Financial Advisory, Inc. linkedin Wade Financial Advisory, Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 522291  |

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    Person level website identification

    Chief Investment Officer for Wade Financial Advisory, Inc.

    Neelesh Champaneri

    Chief Investment Officer

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    View Employees

    Neelesh Champaneri

    Chief Investment Officer

    James Vidovich

    Tax Manager

    Frequently Asked Questions regarding Wade Financial Advisory, Inc.

    • Where are Wade Financial Advisory, Inc.'s Headquarters?

      Wade Financial Advisory, Inc.'s Headquarters are in 2105 South Bascom Avenue Suite # 110,Campbell,California,United States

    • What is Wade Financial Advisory, Inc.'s phone number?

      Wade Financial Advisory, Inc.'s phone number is +1 408-369-7399

    • What is Wade Financial Advisory, Inc.'s official website?

      Wade Financial Advisory, Inc.'s official website is https://www.wadefa.com

    • What is Wade Financial Advisory, Inc.'s Revenue?

      Wade Financial Advisory, Inc.'s revenue is $1 - 10M

    • What is Wade Financial Advisory, Inc.'s NAICS code?

      Wade Financial Advisory, Inc.'s NAICS code is 522291

    • How many employees are working in Wade Financial Advisory, Inc.

      Wade Financial Advisory, Inc. has 13 employees

    • What is Wade Financial Advisory, Inc.'s Industry?

      Wade Financial Advisory, Inc. is in the industry of Financial Services

    • Who is Wade Financial Advisory, Inc.'s Chief Investment Officer?

      Wade Financial Advisory, Inc.'s Chief Investment Officer is Neelesh Champaneri

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