Lee A. White,  CFP<sup>&reg;</sup> - Financial Advisor

Lee A. White, CFP®

CPA, PFS

White & Associates

86 Summer St, Ste 1
Barre, VT 05641-3719
(802) 476-6191

General

Lee White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at White & Associates in Barre, VT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources