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Ethan L. Pepper, CFP®

Wade Financial Advisory, Inc.

2105 S Bascom Ave
Ste 110
Campbell, CA 95008
Phone: (408) 369-7399 x365
Fax: (408) 369-0607

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Banking
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Long-term Care
  • Starting a Family
  • Personal Taxes

 

How Planner Charges

Considerations: Fee-only - retainer based

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.