Jeff White, CFP®, CFA

SVP, Wealth Management at Kera Capital Partners
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Contact Information
us****@****om
(386) 825-5501
Skills

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Credentials

  • Series 65
    -
    Jan, 2016
    - Nov, 2024
  • CFA Charter, 2017, CFA Institute
    CFA Institute
  • CFP®
    CFP Board

Experience

  • Kera Capital Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • SVP, Wealth Management
      • Dec 2022 - Present

  • Creative Planning
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Wealth Manager
      • Mar 2020 - Dec 2022

  • Adero Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Wealth Advisor
      • Sep 2018 - Mar 2020

  • Cerity Partners
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Financial Advisor
      • Mar 2015 - Sep 2018

      Identify, quantify and prioritize complex client financial goals that include retirement, wealth transfer, risk management and tax optimization through one-on-one consultations. Gather and organize sensitive personal and financial client information necessary for the financial plan. Collaborate with estate planners and accountants to develop customized solutions in the financial planning process. Create and implement a comprehensive, customized and complex financial plan that captures a broad array of issues and interactions. Work closely with team members to monitor and review client circumstances and access changes in legal, tax and market conditions. Research and analyze asset allocations and unique financial situations from clients and prospects. Built and instituted reports and dashboards to track operational processes and business development goals that helped increase our team's client revenue by $134,000 for the 2017 plan year, which exceeded our goal by 11.7%. Show less

  • Firstwave Events
    • San Jose, CA
    • Financial Analyst
      • Jan 2013 - Mar 2015

  • Foresters Financial Services
    • Financial Services
    • 300 - 400 Employee
    • Financial Services Representative
      • Aug 2011 - Aug 2012

Education

  • California State University-Chico
    Bachelor of Science, Business Administration; Financial Management and Financial Services
    2009 - 2011

Community

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