Bilingual Financial Mentor

Dalia RodriguezBilingual Financial Mentor A LITTLE MORE ABOUT DALIA:Dalia Rodriguez is 3rd Decade’s Bilingual Financial Mentor. She graduated from Arizona State University’s W.P. Carey School of Business with a bachelor’s degree in Accounting. Dalia believes in the power of community and is eager to help expand 3rd Decade’s mission into the Spanish-speaking population. Outside of…

Financial Mentor

Wade Smith  Financial Mentor A LITTLE MORE ABOUT WADE:Wade M. Smith is a seasoned engineer, working in the field for 47 years. Personal Finance was always a passion of his. Now into his retirement years he successfully completed the series 65 exam to be a qualified advisor for 3rd Decade ® participants. Wade has been…

Volunteer Financial Mentor

Jeff Locke, CFP®  Financial Mentor A LITTLE MORE ABOUT JEFF:Jeff Locke, CFP®, is an Advisor with Five Oceans Advisors. He earned a B.S. in Economics and Certificate in Personal Financial Planning from UCLA. During his previous career as an NFL player, Jeff educated his teammates in personal finance and investing, finding his passion for helping…

Jennifer Edwards Headshot

Lead Financial Mentor

JENNIFER EDWARDS Lead Financial Mentor A LITTLE MORE ABOUT JENNIFER:Jennifer Edwards, CFP® and CSLP®, mother of three, has been with 3rd Decade since its inception in 2015. A budgeting guru with tons of practical experience,  Jennifer graduated from the University of Arizona in 1997, raised a household of rambunctious rock climbers, and then embarked on a…