John White, CFP®
Wealth Manager
John serves as a Private Wealth Manager, 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.
With more than a decade of experience in the financial services industry, John has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, John worked as a financial advisor for an independent investment advisory firm.
John earned a Bachelor of Science degree in management from Carroll University, Wisconsin. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Private Wealth Advisor® professional, as designated by the Investments & Wealth Institute.
John and his wife, Erica, have two children: Colin and Ian. In his spare time, John enjoys golfing, ice fishing and spending time with his family.
Articles by John White, CFP®
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