Wade Egmon Email & Phone Number
Senior Financial Advisor @ Goodman Financial
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Wade Egmon Location
- Houston, TX, US
Wade Egmon Work
- Senior Financial Advisor @ (January 2020 - Present)
- Director of Financial Advisory Services @ (January 2020 - March 2021)
- Client Service Manager @ (August 2009 - January 2020)
- Financial Planner @ SFO, LLC (January 2008 - March 2009)
- Tax Associate @ Kyle Bennett and Associates, P.C. (December 2004 - November 2007)
- Tax Associate, Personal Financial Planning Group @ (October 2003 - December 2004)
Wade Egmon Education
- Texas McCombs School of Business
Master in Professional Accounting
2001-2002 - Texas Lutheran University
B.A. (Accounting)
1997-2001
Wade Egmon Skills
- 401k
- Accounting
- Asset Allocation
- CPA
- Certified Financial Planner
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- High Net Worth Individuals
- Income Tax
- Investment Advisory
- Management
- Personal Finance
- Personal Financial Planning
- Retirement
- Retirement Planning
- Small Business
- Strategic Financial Planning
- Tax
- Wealth Management
Wade Egmon Summary
- Wade Egmon, based in Houston, TX, US, is currently a Senior Financial Advisor at Goodman Financial. Wade Egmon brings experience from previous roles at Goodman Financial, SFO, LLC and Kyle Bennett and Associates, P.C.. Wade Egmon holds a 2001 - 2002 Master in Professional Accounting @ Texas McCombs School of Business. With a robust skill set that includes 401k, Accounting, Asset Allocation, CPA, Certified Financial Planner and more. Wade Egmon has 2 emails and 2 mobile phone numbers on RocketReach.
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