William Slade
Managing Director at Slade & Company
- Role
- Managing Director at Slade & Company
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About William Slade
I work to evaluate my clients total financial picture, as both a Certified Financial…
Experience
Managing Director
Feb 2004 — Present · San Jose, CA
We have focused on providing a holistic approach to client goals. The firm assists clients and companies with Tax Preparation/Planning/Representation, Management/Business Consulting and Risk Management. We work with clients of all sizes in roles from advisory to complete CFO services.
Skills
- Mutual Funds
- Risk Management
- Team Management
- Retirement Planning
- Financial Advisory
- Business Planning
- Financial Analysis
- Xero
- Wealth Management
- Tax Compliance
- Investments
- Financial Planning
- Management
- Tax Preparation
- Accounting
- Wealth
- Estate Planning
- Public Speaking
- Corporate Finance
- Financial Planners
- Retirement
- Strategic Financial Planning
- Finance
- Financial Services
- Leadership
- Project Planning
- Tax
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