Neelesh Champaneri
Chief Investment Officer @Wade Financial Advisory, Inc
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WORK HISTORY
Chief Investment Officer @Wade Financial Advisory, Inc
San Francisco, CA, US
The Wade Financial Advisory team serves to help you navigate a complex financial life. Our experts bring over 50 years of expertise in financial planning, investing, taxation, and accounting to guide you through your financial decisions. If you would benefit from a comprehensive review of your finances including a review of your stock based compensation, real estate holdings, estate planning, and retirement planning, we would be glad to have a conversation with you.
EDUCATION
Audencia Nantes Ecole de Management
(Exchange Student)
Seattle University
M.B.A.
University of Washington
B.A.
University of Washington, Michael G. Foster School of Business
B.A.
SKILLS
ABOUT NEELESH CHAMPANERI
Chief Investment Officer at Wade Financial Advisory
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