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Our financial advice team


John Wade, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

John Wade

CFP®

Financial Advisor

Council Rock Wealth Advisory Group
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Cash Flow Management Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7 License
  • NASAA Series 66 License
  • New York State Insurance License: Life, Accident and Health

Education

  • BBA, Financial Planning, Alfred State College, Alfred, NY 2014

Interests

Boating: Enjoying time spent with family on Canandaigua lake swimming, fishing, kayaking and wakeboarding.

Cycling: Avid mountain bike enthusiast participating in local races and events.

Motorsports: Snowmobile, car and motorcycle enthusiast.