Jeff White Email & Phone Number
Managing Director @ Creative Planning
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Jeff White Location
- California, United States
Jeff White Work
- Managing Director @ (July 2023 - Present)
- SVP, Wealth Management @ (December 2022 - July 2023)
- Private Wealth Manager @ (March 2020 - December 2022)
- Wealth Advisor @ (September 2018 - March 2020)
- Financial Advisor @ (March 2015 - September 2018)
- Financial Analyst @ Firstwave Events (January 2013 - March 2015)
- Financial Services Representative @ (August 2011 - August 2012)
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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