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Wade Financial Advisory Inc is a fee-only wealth management firm located in Campbell, CA, serving the Silicon Valley area. With a focus on personalized, relationship-based service, they cater to successful entrepreneurs, professionals, executives, and their extended families, providing comprehensive financial planning and investment management services. Their team of experienced advisors offers expertise in areas such as wealth management, investment management, executive benefits, equity compensation, tax planning, risk management, liquidity planning, college planning, trust and estate planning, life transitions, multi-generational planning, and retirement planning.Generated from the website

Davis Financial Management is an independent wealth management firm based in San Jose, CA. With over three decades of experience, they specialize in providing unbiased financial advice and creating customized plans to help individuals, families, and businesses achieve their financial goals. Their team of experts offers services such as financial planning, education planning, retirement planning, and estate planning, guiding clients towards a successful financial future.Generated from the website