Angus Blackwood, CFP^®

President and Founding Advisor

WhiteSpace Financial

PO BOX 38888
LA HONDA, CA 94020

+ 1 More Location

WhiteSpace Financial

795 Folsom St
San Francisco, CA 94103

FINANCIAL ADVISOR'S WEBSITE

www.OurWhiteSpace.com

(650) 419-2116 CONNECT WITH Angus

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

While WhiteSpace Financial serves most of our wealth management clients as a fee-based Registered Investment Advisor (RIA), we maintain our registration for "commission" business primarily for access to some 401(k) & 529 college savings account products.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Firm Website

General

Angus Blackwood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WhiteSpace Financial in LA HONDA, CA and the surrounding communities.

Financial Advisor Overview

WhiteSpace Financial, LLC is a boutique investment management and wealth advisory firm. Our clients are typically business principals and their families and most are located throughout Northern California, predominantly in Silicon Valley . We take a broad and deep view of wealth management and we address 12 core issues when helping our clients accumulate, protect, and ultimately distribute their wealth.

The name WhiteSpace refers to the creative energy released and the insight obtained when focus changes away from the subject and onto the negative spaces — what we call the white space. The artist painting a flower might shift focus to the space between the petals and pistil. The musician spaces the notes, using sound and silence in a way that can never be exactly repeated or duplicated. Each painting, each performance, every work of art is unique — and so is the life of each of our clients.

Our focus at WhiteSpace Financial is the white space around our clients. Traditional investment firms and banks focus on the financial products — how they’re designed, priced, and delivered. Better firms focus on the client — their demographics, goals, and resources. Walls, windows, and doors may form a house, but it’s the space in between that makes it a home. WhiteSpace Financial seeks a more intimate, customized understanding of you, our client. Your unique footprint in the WhiteSpace is how markets, money, wealth, business, and family surround you. Welcome to our WhiteSpace.

Financial Advisor Experience

I was born and raised at Merrill Lynch in Menlo Park, California. There I carefully guided Silicon Valley clients into, through and out the other side of the dot com years. Later the events that contributed to the financial crisis of 2007 and 2008 would also create opportunities for me to serve clients in new and better ways. I took all the good I learned to date and in March 2009 I formed WhiteSpace Financial with aspirations to raise the bar on service, technical expertise and client outcomes that result from from continuous planning, investment and expert advice. Our clients at the center of our focus may be considered wealthy, but not all people important to them are, including children, friends, employees and colleagues. WhiteSpace seek to serve our clients and everyone important to them, so we have no minimum investment or other barrier to engaging and serving our clients and the people important to them.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Financial Fiduciary (CFF) CRPS Chartered Retirement Plans Specialist CRPC

Insurance Licenses

Life insurance

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances