Who We Are
We are committed to providing our clients with financial clarity and success. We focus on assisting business owners, individuals and families achieve their short and long term financial goals. Slade & Company gets to know every client personally. We believe this is essential in the development and implementation of a successful financial strategy.
Our firm is driven by the belief that high ethical standards are needed now more than ever and should be the most important factor in the selection of an advisor
Our story is best told in person, and we look forward to hearing yours. Thanks for spending time on our website. We look forward to meeting you.
Slade & Company Team
Active in professional and civic affairs, he teaches a California Tax Education Council’s initial certification course. William has presented, or been a guest on panels for various entities including; Golden Gate University, Ameriprise Financial, MeriWest Credit Union, Xero Accounting, and the Solano Association of Realtors. William is a past president of the UC Davis Silicon Valley Alumni chapter as well as a past Treasurer of the board of directors for Works San Jose.
EA, NAEA, CSEA