Wade began his financial advisor career in 1987 and became a CERTIFIED FINANCIAL PLANNER® practitioner in March 1992 and an Accredited Investment Fiduciary® (or AIF®) designee in 2009. He is an Investment Adviser Representative of Commonwealth Financial Network® and a licensed agent for life, health, and accident insurance. He is a graduate of Cornell University.
Wade lives in Canandaigua with his wife, Joscelyne, and they have three sons. He is a member of the Financial Services Institute and previously served on several charitable organization boards in his community, including F.F. Thompson Foundation, Inc., and the Canandaigua Lake Watershed Association. He is a past board member of Ontario ARC and was previously the coach of the Canandaigua Academy Ski Team.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.