Ted White, Cfp® (He/Him) Email and Phone Number
Ted White, Cfp® (He/Him) work email
- Valid
Ted White, Cfp® (He/Him) personal email
- Valid
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.
Arrivity Financial Planning (Formerly Goddard Financial Planning)
View- Website:
- arrivity.com
- Employees:
- 7
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Principal And Financial PlannerArrivity Financial Planning (Formerly Goddard Financial Planning)Seattle, Wa, Us -
Principal / Financial PlannerArrivity Financial Planning (Formerly Goddard Financial Planning) Sep 2014 - PresentGreater Seattle AreaArrivity 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. -
Portfolio Manager/AnalystPacific Portfolio Consulting Jun 2013 - Sep 2014
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Client AdvisorJoslin Capital Advisors May 2007 - Feb 2013Greater Seattle Area
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Vp, Fixed Income BankingMorgan Keegan & Company, Inc. Jan 2003 - Sep 2006Greater Memphis Area
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Avp, Municipal Syndicate DeskMorgan Keegan & Company, Inc. Jun 1999 - Oct 2002Dallas/Fort Worth Area
Ted White, Cfp® (He/Him) Skills
Ted White, Cfp® (He/Him) Education Details
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Financial Planning Coursework -
Business Administration And Management, General -
Bryan Adams H.S.
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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