Ted White, Cfp® (He/Him)

Ted White, Cfp® (He/Him) Email and Phone Number

Seattle, WA, US
Ted White, Cfp® (He/Him)'s Location
Seattle, Washington, United States, United States
Ted White, Cfp® (He/Him)'s Contact Details

Ted White, Cfp® (He/Him) work email

Ted White, Cfp® (He/Him) personal email

About Ted White, Cfp® (He/Him)

Arrivity Financial Planning is a company that transforms lives. You've got a life to lead - places to go, things to do, dreams to fulfill. You already know that money isn't the meaning of life. It's the means to make life happen. Your personal financial plan is a roadmap that helps you live the life you want. A financial plan that works for you doesn't come from an app or a workbook. It shouldn't depend on how much money you already have. It starts with you, your life, and your plans. At Arrivity Financial Planning we help you navigate the road ahead with confidence.

Ted White, Cfp® (He/Him)'s Current Company Details
Arrivity Financial Planning (formerly Goddard Financial Planning)

Arrivity Financial Planning (Formerly Goddard Financial Planning)

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Principal and Financial Planner
Seattle, WA, US
Website:
arrivity.com
Employees:
7
Ted White, Cfp® (He/Him) Work Experience Details
  • Arrivity Financial Planning (Formerly Goddard Financial Planning)
    Principal And Financial Planner
    Arrivity Financial Planning (Formerly Goddard Financial Planning)
    Seattle, Wa, Us
  • Arrivity Financial Planning (Formerly Goddard Financial Planning)
    Principal / Financial Planner
    Arrivity Financial Planning (Formerly Goddard Financial Planning) Sep 2014 - Present
    Greater Seattle Area
    Arrivity Financial Planning is an independent team of financial planning professionals serving clients throughout the U.S. The firm provides tailored advice based on client goals, life stage, and individual circumstances regardless of wealth or asset size. Arrivity acts as a fiduciary, guiding clients on their personal financial journeys from early career through retirement.
  • Pacific Portfolio Consulting
    Portfolio Manager/Analyst
    Pacific Portfolio Consulting Jun 2013 - Sep 2014
  • Joslin Capital Advisors
    Client Advisor
    Joslin Capital Advisors May 2007 - Feb 2013
    Greater Seattle Area
  • Morgan Keegan & Company, Inc.
    Vp, Fixed Income Banking
    Morgan Keegan & Company, Inc. Jan 2003 - Sep 2006
    Greater Memphis Area
  • Morgan Keegan & Company, Inc.
    Avp, Municipal Syndicate Desk
    Morgan Keegan & Company, Inc. Jun 1999 - Oct 2002
    Dallas/Fort Worth Area

Ted White, Cfp® (He/Him) Skills

Fixed Income Wealth Management Portfolio Management Asset Allocation Financial Planning Retirement Planning Investment Advisory Investment Strategies Investment Management Finance Estate Planning Securities Financial Planners 401k Equities Series 7 Personal Financial Planning Series 63 Alternative Investments Insurance Financial Services Strategic Financial Planning Certified Financial Planner High Net Worth Individuals Wealth

Ted White, Cfp® (He/Him) Education Details

Frequently Asked Questions about Ted White, Cfp® (He/Him)

What company does Ted White, Cfp® (He/Him) work for?

Ted White, Cfp® (He/Him) works for Arrivity Financial Planning (Formerly Goddard Financial Planning)

What is Ted White, Cfp® (He/Him)'s role at the current company?

Ted White, Cfp® (He/Him)'s current role is Principal and Financial Planner.

What is Ted White, Cfp® (He/Him)'s email address?

Ted White, Cfp® (He/Him)'s email address is te****@****ail.com

What schools did Ted White, Cfp® (He/Him) attend?

Ted White, Cfp® (He/Him) attended College For Financial Planning, Austin College, Bryan Adams H.s..

What skills is Ted White, Cfp® (He/Him) known for?

Ted White, Cfp® (He/Him) has skills like Fixed Income, Wealth Management, Portfolio Management, Asset Allocation, Financial Planning, Retirement Planning, Investment Advisory, Investment Strategies, Investment Management, Finance, Estate Planning, Securities.

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