Wade Pitts Email and Phone Number
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Wade Pitts phone numbers
While you focus on your client’s and company’s goals, who is focused on yours? That's what we do.Our clients partner with us to help turn their income and equity into long-term wealth. As you plan for and have liquidity events, it is critical to incorporate those assets and their tax consequences into an overall wealth management plan.Wade lives in Utah with his wife Nicole and son Tristan. His passions outside of work include teaching Krav Maga self-defense, competing in Spartan races, and traveling. He has successfully completed the "Escape From Alcatraz Triathlon" 13 times.
Fort Point Capital Partners
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Managing DirectorFort Point Capital Partners Oct 2012 - PresentSan Francisco, Ca, UsFounded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and institutions. The firm has particular expertise utilizing options-enhanced risk management strategies to facilitate desired client outcomes. Fort Point is headquartered in San Francisco with offices in New York, Denver, and Boston.
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Volunteer - Financial AdvisorAmericas Mighty Warriors Jan 2023 - PresentVolunteer financial planner, Wade works with military families, helping them to create and implement financial plans that address their unique needs and goals. (including budgeting, debt management, retirement planning, college savings, and investment management.) He committed to providing pro bono financial planning services to those who serve our country. -
InstructorUnifed Krav Maga Jul 2021 - Present
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Certified InstructorKrav Maga San Francisco Sep 2012 - Jul 2020To provide unconditional support for all of our members in their journey of self improvement. To challenge our members mentally and physically in a non-judgmental and fun environment.Krav Maga means 'Contact Combat' in Hebrew. It is the official self-defense and fighting system used by the Israeli Defense Forces (IDF), Israeli Police and Security Services, and is the preferred training system for more than 350 U.S. law-enforcement agencies.
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Norcal Fpa Conference - Chair 2017/2018Financial Planning Association (Fpa) Jan 2007 - May 2020Denver, Colorado, UsOur Conference was created over 45 years ago to expand on the education provided to local chapter members who come from a variety of backgrounds and disciplines. The FPA NorCal Conference has earned a reputation as one of the best conferences in the country through providing high quality, technically knowledgeable speakers and excellent networking opportunities. -
TreasurerCornell Norcal Jul 2013 - Jul 2019San Francisco Bay Area, Ca, UsOur mission is to engage the more than 11,000 bay area Cornell alumni and to celebrate the spirit of Cornell University here in northern California. We host more than 100 events per year, raise funds to support two Tradition scholarships for Bay Area students at Cornell and provide financial support to the Cornell Alumni Admissions Ambassador Network, a volunteer organization that assists students during the application process to Cornell University. -
Vice President, Business DevelopmentTd Ameritrade Sep 2007 - Jul 2012Omaha, Ne, Us -
Vice President, Technical SalesFidelity Apr 2005 - Aug 2007Boston, Ma, Us -
Product ManagerAdvent Software 1998 - 2004San Francisco, Ca, Us -
Portfolio Manager'S AssistantArk Asset Management 1995 - 1998Us
Wade Pitts Skills
Wade Pitts Education Details
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Cornell UniversityBachelor Of Science - Bs -
Uc Berkeley ExtensionCertificate Personal Financial Planning And Wealth Management
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Brentwood College School
Frequently Asked Questions about Wade Pitts
What company does Wade Pitts work for?
Wade Pitts works for Fort Point Capital Partners
What is Wade Pitts's role at the current company?
Wade Pitts's current role is Working with families in tech who have unique balance sheets (concentrated equity, company ownership).
What is Wade Pitts's email address?
Wade Pitts's email address is me****@****ail.com
What is Wade Pitts's direct phone number?
Wade Pitts's direct phone number is +141533*****
What schools did Wade Pitts attend?
Wade Pitts attended Cornell University, Uc Berkeley Extension, Brentwood College School.
What are some of Wade Pitts's interests?
Wade Pitts has interest in Cordova, Audible, Economics, Alaska Airlines, Business, History, Children, Brentwood College School, Finance, San Francisco.
What skills is Wade Pitts known for?
Wade Pitts has skills like Wealth Management, Investments, Portfolio Management, Alternative Investments, Series 7, Equities, Financial Advisory, Asset Allocation, Management, Financial Services, Asset Management, Finance.
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