Jack White (CFP®, MA)

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

  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Socially Responsible Investments

Planning Specialties

  • Client goals and objectives drive our investment recommendations
  • Academically structured portfolio models
  • Annual financial plan review
  • Annual portfolio review
  • Non-portfolio financial advice
  • Recommendations on non-managed assets

Additional Information

 See Fidelis website for additional information:  www.fidelisfp.com

NAPFA Start Date

July 10, 2007


This Office

42 Portwest Ct Saint Charles, MO 63303-5985 Phone: (636) 922-9252 Fax: (314) 754-9165