Sunnyside, WA E. Franklin Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$149,805,946
ClientsTotal clients
307
AdvisorsAdvisors at this office
2
Of 4 advisors across 3 offices
Location
910 E. Franklin, Suite 3, P. O. Box 898
Sunnyside WA 98944
Advisors at this office
2
Advisors at this office
Thomas W
CFP®, PFS™
Sunnyside, WA
White & Company Financial Planning, Inc.
Thomas White is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist™ with 25 years of experience in the financial services industry. He has been with White & Company Financial Planning, Inc. since 2000 and has worked with its affiliated firm, White & Company, Pc, since 1994. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and actively managed funds, and it maintains a close relationship with an affiliated accounting practice.
James P
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
James Parker is a Series 65-licensed financial advisor with White & Company Financial Planning, Inc., where he has worked since 2002. He has 23 years of industry experience and has been affiliated with White & Company, Pc since 1998. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and selectively chosen active funds, with accounts managed on a discretionary basis and plans provided as standalone reports.
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