Shirley  White-Stevens,  CFP<sup>&reg;</sup> - Financial Advisor

Shirley White-Stevens, CFP®

Investment Services Center

301 S Cedar Dr
Allen, TX 75002
(866) 625-6405
(214) 495-9993


Shirley White-Stevens is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Investment Services Center in Allen, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • Other - CCPS

Insurance Licenses

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

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Women's Finances


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