Wade is a Central Valley native and began his time working with Regency in 2019 and earned his CFP® certification in 2021 and RICP® in 2022. He works on financial planning projects and creates financial planning reports to present to clients. Wade was drawn to work for Regency so he could help people reach their ideal financial situation. He enjoys meeting new clients and assisting them by bringing clarity to their finances and helping them feel comfortable while planning for their future.
In his spare time, Wade enjoys golfing with friends, hiking, traveling, and playing with his dog.
Education and Certifications
- California State University, Fresno, B.S. in Business Administration, Finance emphasis
- Boston University
- CERTIFIED FINANCIAL PLANNER™
- Retirement Income Certified Professional (RICP®)