Financial Consultant / Retirement Planning Specialist 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 and a Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania. 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 Agency of California, LLC, he will recommend the appropriate products and services to help them execute their financial strategy. Jim is very active in 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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California Insurance License #: 0533648
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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