Chris White, Cfp®, Aif® Email & Phone Number

👉 𝐖𝐡𝐨 𝐀𝐦 𝐈?• I am the Managing Partner and co-founder of WealthVisory. • I began my career in the financial industry in 2004 with Prospera Financial Services, advancing to become Operations Manager as well as oversee the Advisory department. • In 2015, I joined Waits Financial Group as a Financial Advisor, working alongside my uncle, Casey Waits.👉 𝐖𝐡𝐚𝐭 𝐈 𝐃𝐨?• I work closely with individuals, families, companies, and institutions to help build, manage, protect, and transition comprehensive wealth. 👉 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐭𝐢𝐞𝐬:• We pride ourselves on being thoughtful and fastidious with maintenance of investments, debt and liability management, risk management, as well as trust and fiduciary services for our clients.• I earned my bachelor’s degree in American Studies from the University of Texas at Dallas, the perfect track for the dual pursuit of business/finance and government and politics.👉 𝐆𝐞𝐭𝐭𝐢𝐧𝐠 𝐓𝐨 𝐊𝐧𝐨𝐰 𝐌𝐞:• I live in Frisco, Texas with my wife Kaitlyn and our two dogs. We spend our time enjoying the culinary scene, traveling or just relaxing with a movie. • I'm passionate about fitness and health and am an active CrossFit competitor.👉 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐂𝐫𝐞𝐝𝐞𝐧𝐭𝐢𝐚𝐥𝐬:• CFP® Professional• Accredited Investment Fiduciary® (AIF®).• Series 7 Securities License, the Series 66 Securities License, and the Life and Health Insurance LicenseThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional. Securities and Advisory Services offered through Prospera Financial Services. Member FINRA/SIPC👉 𝐑𝐞𝐚𝐝𝐲 𝐓𝐨 𝐓𝐚𝐥𝐤? 📞 (972) 581-3077 ✉️ chris@wealthvisory.com

Listed skills include Retirement Planning, Series 7, Series 24, Series 66, and 2 others.