Zachary White is a CFP® certificant affiliated with Phillip B. White Co., Inc. in San Luis Obispo, CA, with 11 years of industry experience. He has held positions at Securities America Advisors and Foothill Securities Inc., and he also provides insurance brokerage services related to life, disability, LTC, and property and casualty policies. Phillip B. White Co., Inc. offers personalized financial planning and investment management for individuals, small pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite asset allocation strategy using no-load and low-load mutual funds and ETFs, while also maintaining affiliations with insurance brokerage services and third-party custodial and research providers.

Bruce White is a CFP® with 45 years of industry experience, currently serving at Phillip B. White Co., Inc. He has held positions at Securities America, Inc. and Foothill Securities, Inc. Prior to his advisory roles, he has been involved in insurance sales through his ownership and supervision of an independent insurance brokerage specializing in personal lines property and casualty insurance as well as life and disability policies. Phillip B. White Co., Inc. provides personalized financial planning and investment management for individuals, small pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite asset allocation strategy using no-load and low-load mutual funds and ETFs, with discretionary trading authority granted to advisors, and combines this with a notable affiliation with an insurance brokerage.