Bruce White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Phillip B. White Co., Inc. A Registered Investment Advisor in San Luis Obispo, CA and the surrounding communities.
CREATING AND PRESERVING WEALTH THROUGH FINANCIAL PLANNING
Bruce D. White, MS, CFP, has provided financial planning and investment advisory services since 1978.
Bruce has a B.A. in Economics and an M.S. in Financial Planning and holds the professional designation of Certified Financial Planner (CFP™). He is an Advisory Associate and Registered Principal (investment broker / branch manager) with Foothill Securities, Inc., a highly regarded financial planning oriented investment brokerage firm headquartered in Santa Clara, CA..
A very capable, experienced staff of six assists him in serving the various retirement planning, tax planning and investment needs of a diverse clientele consisting of families, retirees, professionals, and small business owners.
Bruce focuses on creating customized financial plans to fit the unique circumstances of each client. He invests the time to develop a thorough understanding of the client’s financial situation and aspirations, which is crucial to the financial planning process. He believes that attaining or maintaining financial independence is largely a matter of timely planning, commitment, and the discipline to carry out a financial plan. With over $175 million of assets under management Bruce works closely with his clients to match his investment recommendations with their individual goals, objectives and risk tolerance.
He is a member of several professional and business organizations including the Financial Planning Association (FPA), Independent Agents and Brokers of California (IABC) and National Federation of Independent Business (NFIB).
Bruce and his wife Monica have four children and are long-time residents of the San Francisco Bay Area.
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