Herbert C. White,  CFP<sup>&reg;</sup> - Financial Advisor

Herbert C. White, CFP®

AIF, MBA

Managing Director

Life Certain Wealth Strategies, LLC

8400 E Prentice Ave, Ste 715
Greenwood Village, CO 80111
FINANCIAL ADVISOR'S WEBSITE
(303) 793-3999

General

Herbert White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Life Certain Wealth Strategies, LLC in Greenwood Village, CO and the surrounding communities.

Financial Advisor Overview

Herb White is the Managing director of Life Certain Wealth Strategies, LLC, and a Certified Financial Planner TM. He utilizes a professional team approach including CPAs, Attorneys, Tax specialists, and other Financial Professionals to develop comprehensive financial strategies for the firm’s clientele.

When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship that promises to always put your interest first, a firm with proven experience and the right credentials. Life Certain Wealth Strategies, LLC> offers you all this and much more.

Headquartered in Greenwood Village, Colorado, Life Certain Wealth Strategies, LLC is dedicated to providing you with unbiased, objective advice that you can trust. Every member of the advisory committee is qualified, experienced, and dedicated to placing your interest first.

The personal attention and experience of our professional advisors can assist you in managing your financial future. We can help you determine investments that are right for you and protection that makes sense for you and your family. In addition, our professional advisors can offer information that can make your decisions easier. But most importantly, our advisors will provide an objective point of view and help you stay focused on your long-term goals and objectives. • Our approach is to help you identify your financial goals, values, and objectives and to utilize the expertise of our advisory committee to create customized wealth management recommendations to meet your particular needs.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: CO
  • Health/disability insurance: CO
  • Variable annuities: CO

Broker-Dealer Affiliation

Woodbury Financial Services

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Nontraditional Households

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Helpful Financial Planning Resources