Wade Arnold, CFP®214-785-7556
As the wealth advisor and owner of Vision Financial Planning, I thoroughly appreciate the personal relationships I’ve had the fortune of building with my clients over my 25 years in the financial services industry. With every client, I strive to build a strong foundation of understanding with regard to each individual’s goals, and aspirations. This deep understanding of each client helps me to provide comprehensive financial planning that focuses on long-term goals for my clients and, in turn, develop unique plans that will help them work toward accomplishing those goals.
While focusing on retirement planning for pre-retirees and retirees, I find it extremely important that my clients have an understanding of what their portfolios are built upon and how they operate in the turbulence of the market. I believe that asset allocation, not market timing, is the key to pursuing financial stability.
I graduated from Abilene Christian University in 1987 with my BBA in Finance. I have been a CERTIFIED FINANCIAL PLANNER™ since 2003 and also hold my FINRA Series 7 and 66 securities registrations held with LPL Financial. I opened my independent practice, Vision Financial Planning in March 2020, after being a Financial Advisor with BBVA Securities for 20 years.
When I’m not spending time helping my clients work toward protecting and growing their wealth, I am spending time with my wife, Amber, and my two college-aged children, Addy and Davis. I also enjoy traveling, watching college football, and working with the benevolence team at my church.