Jeff White, Cfp®, Cfa
About Jeff White, Cfp®, Cfa
Jeff White is a Managing Director at Creative Planning, where he has worked since 2023 in the San Francisco Bay Area. He has extensive experience in wealth management, having held various positions at firms such as Brouwer & Janachowski, Kera Capital Partners, and Vista Wealth Management Group.
Work at Creative Planning
Jeff White serves as the Managing Director at Creative Planning, a position he has held since 2023. He operates in the San Francisco Bay Area, contributing to the firm's wealth management services. His role involves overseeing financial strategies and advising clients on investment opportunities.
Previous Experience in Wealth Management
Before joining Creative Planning, Jeff White held various positions in wealth management. He worked as a Private Wealth Manager at Creative Planning Inc. from 2020 to 2022. He also served as Senior Vice President of Wealth Management at Kera Capital Partners for seven months in 2022 to 2023. Prior to that, he was a Wealth Advisor at Vista Wealth Management Group, LLC from 2018 to 2020.
Early Career in Financial Services
Jeff White began his career in financial services at First Investors Corporation, where he worked as a Financial Services Representative from 2011 to 2012. He then transitioned to Brouwer & Janachowski, serving as a Financial Advisor from 2015 to 2018. This progression laid the foundation for his expertise in financial management.
Education and Expertise
Jeff White earned a Bachelor of Science degree in Business Administration with a focus on Financial Management and Financial Services from California State University, Chico. He studied there from 2009 to 2011. His educational background supports his professional roles in financial advising and wealth management.