Marian B. White,  CFP<sup>&reg;</sup> - Financial Advisor

Marian B. White, CFP®

AIF(R)

Wealth Management Director

Birchfield Partners LLC

120 White Plains Rd, Ste 112
Tarrytown, NY 10591
(914) 893-4533

General

Marian White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Birchfield Partners LLC in Tarrytown, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: NY,etc
  • Health/disability insurance: NY,etc
  • Fixed annuities: NY,etc
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement

More

Helpful Financial Planning Resources