Wade Zancan, CPFA®, CSSCS
Partner / Financial Advisor
Wade is an independent financial professional who has worked in the financial services industry for 17 years. Wade is committed to helping clients manage the financial areas that are important in their lives – income, retirement, education and preserving their estate.
Wade is a Magna Cum Laude graduate from Towson University where he earned a Bachelor of Science degree in Business Administration with a concentration in Finance. Wade has earned his series 7 and 66 registrations. He specializes in areas related to retirement, investing, and wealth preservation. Wade believes a strong affiliation based on communication and trust is critical to the long-term success of an investment relationship. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process.
Wade resides in Carroll County, MD with his wife Pam, son Wyatt, and their two daughters Lily and Rylee. Wade is an active member in the community and enjoys spending time traveling with his family, coaching his kids sports teams, BBQ, and being outdoors.