Jeff White, CFP®, CFA
Jeff serves as a Managing Director of Creative Planning, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Jeff has spent his entire career in the financial services industry. Prior to joining Creative Planning, he served as a wealth manager at a registered investment advisory firm in San Francisco, where he helped high-net-worth individuals and families with all aspects of their financial lives.
Jeff earned a Bachelor of Science degree in business administration with an emphasis in finance and accounting from California State University, Chico. He’s also a Chartered Financial Analyst, as designated by the CFA Institute, and a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Jeff and his wife, Rebecca, enjoy traveling, cooking (and eating), outdoor activities, and spending time with their family and friends.
Articles by Jeff White, CFP®, CFA
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