Advice and Direction

Happy Saturday, I continue to help people with experience based advice and direction. Many of the worries of today have existed the whole time. Now the importance may be seen as a new challenge. My advice is to affirm solid footing then fortify the plan to produce the success you can achieve. I spend the time to help clients prioritize and get this done. The value of an advisor shines when difficulty is present; here to help.

About My Practice

Wade B Lokka, CFP® has been providing financial investment service since 2000. Adding financial planning in 2017 and advancing his practice in 2019 by providing planning with experienced guidance, competence, care and information.

“I am an active Elk Grove community member. I have served 19 years as a Rotarian with multiple Paul Harris Fellow recognitions. Currently serving as the Elk Grove Rotary Foundation President following my year as Rotary Club President. My lifetime achievements are: Elk Grove Chamber of Commerce Service Award, 2016, and Rotary Club of Elk Grove Honor Wall 2016.”

“I am married to Aileen, my wife of 34 years. We have three adult children and five grandchildren. I maintain a personal fitness plan combined with healthy nutrition.”