Nicole Wade, Financial Advisor located in Petaluma, CA

Financial Advisor
Nicole E Wade

CEPA®
222 Weller St Suite 1, Petaluma, CA 94952opens in a new window
Accepting New Clients
Serving clients with $500,000
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Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Sustainable Investing
  • Wealth Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Animal Rescue
  • Community Outreach
  • Health & Nutrition
  • Spending Time with Family
  • Sports Enthusiast

Team Members

  • Sharon Bello
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 03:30PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(707) 762-0611

Fax

(877) 222-1836

Office Address

222 Weller St Suite 1
Petaluma, CA 94952opens in a new window

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