Jeff White Email & Phone Number
Managing Director @ Creative Planning
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Jeff White Location
- California, United States
Jeff White Work
- 2023 -now Managing Director @
- 2022 -2023 SVP, Wealth Management @
- 2020 -2022 Private Wealth Manager @
- 2018 -2020 Wealth Advisor @
- 2015 -2018 Financial Advisor @
- 2013 -2015 Financial Analyst @ Firstwave Events
- 2011 -2012 Financial Services Representative @
Jeff White Education
- California State University-Chico
Bachelor of Science (Business Administration; Financial Management and Financial Services)
2009-2011
Jeff White Summary
- Jeff White, based in California, United States, is currently a Managing Director at Creative Planning. Jeff White brings experience from previous roles at Kera Capital Partners, Creative Planning Inc., Vista Wealth Management Group, LLC and Brouwer & Janachowski. Jeff White holds a 2009 - 2011 Bachelor of Science in Business Administration; Financial Management and Financial Services @ California State University-Chico. Jeff White has 2 emails and 1 mobile phone numbers on RocketReach.
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