Phillip B White
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
11573 Los Osos Valley Rd Ste D, San Luis...Phone Number
(925) 378-3393Website
www.pbwhite.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Phillip B White
PB White & Co. is a financial planning firm that has been serving clients for over 60 years, focusing on their financial goals and well-being. The company offers comprehensive services including investment advice, tax analysis, estate planning, insurance, and retirement planning, utilizing advanced financial modeling techniques. As a Registered Investment Adviser, PB White & Co. operates under a fiduciary duty to act in the best interest of its clients. Their approach is centered around building long-lasting relationships and providing personalized, objective financial advice.Explore more
Phillip B White Org Chart
DO
Executive Assistant & Analyst
JW
Account Manager, Paraplanner
EM
Assistant
LM
Registered Representative
ZW
Certified Financial Planner
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PB White & Co. is a financial planning firm that has been serving clients for over 60 years, focusing on their financial goals and well-being. The company offers comprehensive services including investment advice, tax analysis, estate planning, insurance, and retirement planning, utilizing advanced financial modeling techniques. As a Registered Inv... Read More
