A complete list of active advisors currently associated with White Star Financial LLC

Warmer can help you find a great advisor at White Star Financial LLC or one who fits your needs even better.

White Star Financial LLC provides discretionary asset management to advisory clients, including individuals, high‑net‑worth investors and business entities, and permits client‑imposed investment restrictions; the firm charges asset‑based advisory fees billed monthly. Despite its registration as an investment adviser, the firm reported no assets under management and no advisory clients as of December 31, 2025. The firm constructs portfolios based on documented client goals, time horizons and risk tolerances and conducts periodic (at least quarterly) account reviews. Its investment process draws on a mix of fundamental, technical, charting and cyclical analysis and may include long‑term holdings, active trading and option writing (including covered and uncovered strategies). A principal of the firm is also a licensed insurance agent and periodically offers insurance products for commission, a disclosed conflict of interest the firm says it mitigates through disclosures and its fiduciary duty to clients. The adviser is small and recently began advisory operations, operating with a single advisory representative and no current AUM — characteristics that differentiate it from many investment managers that oversee pooled or institutional capital.

To learn more about the advisors currently working at White Star Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Richard Opong	Toms River, NJ	28

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