Dan White
Senior Lead Planner
Since 2015, Dan has been partnering with individuals and families to meet their comprehensive financial planning and wealth management needs. Developing long-term and trusting relationships with his clients has resulted in helping them not only survive, but thrive during the challenging economic times, as well as life transitions. Dan’s comprehensive financial planning focuses on the following key areas: retirement planning, college planning, cash flow, investment management, tax minimization, insurance solutions, estate planning guidance, and wealth preservation.
He earned the CFP® (Certified Financial Planner) and RICP® (Retirement Income Certified Professional) designations to equip him with the skills to deliver knowledgeable advice to his clients to help them achieve their financial dreams.
Specialties: Expertise in financial planning, tax strategies, estate strategies, and risk management.
Dan is a Phoenix native and enjoys spending time in the Arizona outdoors with his wife and 3 adult kids, as well as checking off destinations on his travel bucket list.
Education: Arizona State University, B.S. in Global Business with an emphasis in Finance