Steve views his arrival at Wade Financial Advisory, Inc. (WFA) as the culmination of his financial planning career.
After receiving a degree in economics from Colgate University, he earned an MBA from the University of West Florida while on active duty in the United States Air Force. As he approached retirement as a Lieutenant Colonel, he decided to pursue a career in financial planning and set about qualifying as a CERTIFIED FINANCIAL PLANNER™️ professional.
Steve entered the profession in 1984 while still on active duty, teaching Personal Financial Management and Investments courses for the University of Maryland in the European Division. While he enjoyed doing this, he found even more satisfaction in helping people during breaks or after class with their specific issues and problems, and he’s been helping clients ever since.
In Steve’s “spare time” over the past 25 years, he served on the National Association of Personal Financial Advisors (NAPFA) national Board of Directors and as president and chair of the NAPFA West Region Board of Directors. For the Financial Planning Association (FPA), he also served on the national Board of Directors and as president and chair of the FPA of Silicon Valley Board of Directors.
One of Steve’s proudest accomplishments was co-founding the FPA of California and serving as its first president. Currently, he’s serving as Chair of the FPA of Rhode Island Board of Directors and on the Real Fiduciary™️ Practices Board of the Institute for the Fiduciary Standard. Steve is a native Californian and resided in Half Moon Bay for over 20 years with his wife, Irene, before they relocated to Portsmouth, Rhode Island to be near their daughter, son-in-law and now five-year-old grandson. He and Irene look forward to celebrating their 50th anniversary in June.
2105 South Bascom Ave
Campbell, CA 95008