Jeff White Email & Phone Number

Managing Director @ Creative Planning

5 free lookup(s).

Jeff White Location

California, United States

Jeff White Work

2023 - now Managing Director @ Creative Planning
2022 - 2023 SVP, Wealth Management @ Kera Capital Partners
2020 - 2022 Private Wealth Manager @ Creative Planning
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2018 - 2020 Wealth Advisor @ Adero Partners
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2015 - 2018 Financial Advisor @ Cerity Partners
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2013 - 2015 Financial Analyst @ Firstwave Events
2011 - 2012 Financial Services Representative @ Foresters Financial Services
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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.

Jeff White Emails

Found 2 emails

Jeff White Phone Numbers

Found 1 phone numbers

916390XXXX

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Peter Mallouk

President and Chief Executive Officer at Creative Planning

United States
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Tom Zgainer

Founder AB401k at Creative Planning

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Dave Kaye

Chief Financial Officer at Creative Planning

Kansas City, MO, US
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- 617912XXXX
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Megan Schmitz

Chief People Officer at Creative Planning

Leawood, KS, US
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Tim Engeldinger

Chief Executive Officer at Creative Planning

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Matt Pearson

Managing Director at Creative Planning

Mercer Island, WA, US
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- 206701XXXX
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Tamara Lowenberg

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