Wade Egmon Location
- Houston, TX, US
Wade Egmon Work
- 2020 - now Senior Financial Advisor @
- 2020 - 2021 Director of Financial Advisory Services @
- 2009 - 2020 Client Service Manager @
- 2008 - 2009 Financial Planner @ SFO, LLC
- 2004 - 2007 Tax Associate @ Kyle Bennett and Associates, P.C.
- 2003 - 2004 Tax Associate, Personal Financial Planning Group @
Wade Egmon Education
- The University of Texas at Austin - The Red McCombs School of Business
Master in Professional Accounting
2001 - 2002 - Texas Lutheran University
B.A. (Accounting)
1997 - 2001
Wade Egmon Skills
- Strategic Financial Planning
- Asset Allocation
- Estate Planning
- Wealth Management
- Financial Advisory
- Management
- CPA
- Income Tax
- Retirement
- Finance
- Accounting
- Personal Finance
- Personal Financial Planning
- High Net Worth Individuals
- Certified Financial Planner
- Tax
- Financial Planners
- Small Business
- Retirement Planning
- Investment Advisory
- 401k
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 Corporation, SFO, LLC and Kyle Bennett and Associates, P.C.. Wade Egmon holds a 2001 - 2002 Master in Professional Accounting @ The University of Texas at Austin - The Red McCombs School of Business. With a robust skill set that includes Strategic Financial Planning, Asset Allocation, Estate Planning, Wealth Management, Financial Advisory and more. Wade Egmon has 2 emails on RocketReach.
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