Jim White (CFP®, EA, MBA)

Jim White focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

NAPFA Start Date

July 13, 2018

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This Office

101 Lindenwood Dr Ste 225 Malvern, PA 19355-1762 Phone: (484) 986-2002

Other Offices

2295 Wells Rd Pottstown, PA 19465-7135 Phone: (484) 986-2002