Jeff White

Jeff White, CFP®, CFA, currently serves as Managing Director at Creative Planning since July 2023. Previously, Jeff held the position of SVP, Wealth Management at Kera Capital Partners from December 2022 to July 2023 and worked as a Private Wealth Manager at Creative Planning Inc. from March 2020 to December 2022. Prior roles include Wealth Advisor at Vista Wealth Management Group, LLC and Financial Advisor at Brouwer & Janachowski. Jeff's earlier experience includes positions as a Financial Analyst at Firstwave Events and as a Financial Services Representative at First Investors Corporation. Jeff holds a Bachelor of Science in Business Administration with a focus on Financial Management and Financial Services from California State University, Chico.