Wade Financial Advisory Welcomes Stephanie Wong as Tax Manager

Wade Financial Advisory
Wade Financial Advisory

Continued Team Expansion Will Support Enhanced Client Service

Wade Financial Advisory is pleased to announce the addition of Stephanie Wong to the team. As Tax Manager, Wong is tasked with improving procedures and processes for the tax division and assisting in all tax matters.

“I am committed to helping clients better understand their taxes,” Wong says. “This helps them plan ahead and achieve their financial goals.”

Wong earned her BBA in Accounting and Finance + MACC (Master of Accounting) from Abilene Christian University, and her MPA + certificate of Charitable Financial Planning from Texas Tech University. Prior to joining the Wade team, she spent two years tax planning in a financial service company and three years in a local CPA firm in Lubbock, TX.

You can learn more about Stephanie Wong and the full Wade Financial Advisory team here.

This communication contains the opinions of Wade Financial Advisory, Inc. about the securities, investments and/or economic subjects discussed as of the date set forth herein. This communication is intended for information purposes only and does not recommend or solicit the purchase or sale of specific securities or investment services. Readers should not infer or assume that any securities, sectors or markets described were or will be profitable or are appropriate to meet the objectives, situation or needs of a particular individual or family, as the implementation of any financial strategy should only be made after consultation with your attorney, tax advisor and investment advisor. All material presented is compiled from sources believed to be reliable, but accuracy or completeness cannot be guaranteed. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. INVESTMENTS BEAR RISK INCLUDING THE POSSIBLE LOSS OF INVESTED PRINCIPAL.

Wade Financial Advisory, Inc. is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Advisor does not imply any level of skill or training. A copy of current Form ADV Part 2A is available upon request or at www.advisorinfo.sec.gov. Please contact Wade Financial Advisory, Inc. at (408) 369-7399 with any questions.

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