"There is something truly rewarding about helping others succeed in their business. "

William Slade

William Slade, CFP, EA

Managing Director

EDUCATION

MS - Colorado State University

BA - University of California, Davis

BS - Colorado State University

Enrolled Agent

Certified Financial Planner™

Xero Certified Advisor

QuickBooks ProAdvisor

About

William founded Slade & Company in 2006 as a way to better serve his clients after leaving the financial services industry.

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; XeroCon, Golden Gate University, Ameriprise Financial, MeriWest Credit Union, Asian Real Estate Association of America, 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.