Phillip B. White & Company

Services Offered

• Comprehensive financial planning
• Investment management
• Retirement planning
• Tax planning

About

Phillip B. White & Company is a financial consulting firm located in San Luis Obispo, California. The firm offers comprehensive financial planning services that align clients' finances with their personal values and lifestyle goals. Utilizing the CFP® 7 Step Comprehensive Financial Planning Process, they provide transparent and effective strategies for managing finances. Their team of Certified Financial Planner (CFP®) professionals ensures a fiduciary standard of care, serving individuals and families seeking holistic financial guidance.

Reviews

Location

Business Information