Wade Houldin manages the process of setting up the data for the trading and portfolio management functions for Pure Financial Advisors. He is involved in the integration of firms from M&A. He is also helping research and implement new technological solutions. Prior to joining Pure, Wade worked as a Product and Benefits Analyst within the auto and health insurance industries in downtown San Diego and Encinitas respectively.

Wade earned a degree in Applied Mathematics from San Diego State University. He has gained experience working with data and systems. He is looking to further his skill set within the investment, data, and technology realm.

Wade is from San Diego. In his free time, he plays tennis, pickleball, rock climbs and spends time with his family and friends.