Financial Consultant After leaving the Navy in 1973, Jim completed his degree in Finance with minors in Accounting and Real Estate Finance. Having grown up in the Bay Area, Jim returned and has been providing financial consulting and investment services for individuals and small businesses since 1977.
Jim continues to expand his knowledge of the industry and applicable theory to enhance his ability to serve his clients and has received the designation of ChFC (Chartered Financial Consultant) from the American College. Clients appreciate the time he takes to understand their needs and concerns, and how he incorporates that into helping them design a practical and effective financial strategy. Then, if it is suitable, as an investment advisory representative of AXA Advisors, LLC, and an agent of AXA Network Insurance Agnecy, LLC, he will recommend the appropriate products and services to help them execute their financial strategy. Jim is very active in, financially supports, and provides service to his community through membership in Rotary and other charitable organizations. California License #0533648 |
James R White, ChFC |
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How much will it cost to pay off a loan over its lifetime? Estimate of the maximum amount of financing you can expect to get when you begin house hunting. Determine whether you should consider refinancing your mortgage. This calculator can help you determine how soon you can pay off your mortgage. August 28, 2008 @ 04:32 PM
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