Thelia Wade's Location
Santa Rosa, CA, US
Thelia Wade's Work
- Wealth Advisor @ Buckingham Strategic Wealth
- Wealth Advisor - Office Director @ Buckingham Strategic Wealth
- Wealth Advisor - Principal @ Wealth Management Consultants, LLC
- CPA @ Pisenti & Brinker LLP
Thelia Wade's Education
- Golden Gate University
Graduate Certificate in Estate Planning (Taxation)
- Pacific Union College
BBA (Accounting)
1987 - 1990
Thelia Wade's Skills
- Personal Financial Planning
- Retirement Planning
- Estate and Gift Tax Planning
- Income Tax Planning
- Asset Protection Planning
- Charitable Gift Planning
- Wealth Management
- Asset Management
- Investment Management
Thelia Wade's Summary
Thelia Wade, based in Santa Rosa, CA, US, is currently a Wealth Advisor at Buckingham Strategic Wealth, bringing experience from previous roles at Buckingham Strategic Wealth, Wealth Management Consultants, LLC and Pisenti & Brinker, LLP. Thelia Wade holds a Graduate Certificate in Estate Planning in Taxation @ Golden Gate University. With a robust skill set that includes Personal Financial Planning, Retirement Planning, Estate and Gift Tax Planning, Income Tax Planning, Asset Protection Planning and more, Thelia Wade contributes valuable insights to the industry. Thelia Wade has 1 email on RocketReach.
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