Rodney Wade, EA, CFP®, AIF®

Experience: Wealth Management since 1986

Education: B.S. Business Administration with a finance concentration and economics minor and M.S. Taxation degrees from San Jose State University

Rod joined the team in March 2025 when the firm he founded, Wade Financial Advisory, partnered with Modern Wealth. His career has been centered around partnering with clients to help them realize their financial goals. The partnership with Modern Wealth excited Rod because it presented an opportunity to provide the backing of dozens of other seasoned professionals that work together to provide world-class expertise and services to clients.

He founded Wade and Associates in 1986 and incorporated the firm as Wade Financial Advisory, Inc. (WFA) in 1992. As CEO of the WFA, he served in several leadership roles, including Chief Investment Officer and Senior Financial Advisor. Rod realized early in his career that strong tax expertise was needed to advise Silicon Valley employees regarding equity compensation and other planning issues. That was one of the many reasons why he received post graduate education in taxation. He’s a member of the National Association of Tax Professionals and E3 Study Group.

Rod and his wonderful spouse, Korrin, have a son, Michael; daughter, Isabella; and German Shepherd, Buffy, who is as active as ever. Taking care of his family, satisfaction from a job well done, and staying curious about people and the world are all very important to Rod. He enjoys playing tennis, golf, pickleball, and card games. Rod also has a passion for hiking, traveling, and experiencing other cultures. He also makes a difference in the lives of others by supporting First Tee – Silicon Valley, Catholic Charities of Santa Clara County, Child Development Liberia, and Club Dust.