Phillip B. White Co., Inc

Phillip B. White Co., Inc. is a financial planning and investment management firm founded in 2019, based in San Luis Obispo, CA. The firm specializes in providing personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. They offer fee-only services and do not receive commissions for selling financial products. Clients have control over their assets, and the firm operates under a limited power of attorney to place trades. The firm's investment strategy focuses on strategic asset allocation using passively and actively managed funds, with a global diversification approach to manage risk. Clients are required to have a minimum account size of $500,000, with an annual fee based on a percentage of assets managed. The firm provides periodic reviews and reports to clients, with a focus on client goals and objectives. The advisors at the firm hold professional certifications such as Certified Financial Planner (CFP®) and have educational backgrounds in financial planning and related fields. The firm has a Business Continuity Plan in place to ensure uninterrupted service in case of emergencies. Clients' privacy and security of information are maintained through strict protocols and encryption measures. For more information, clients can contact Bruce D. White, President, at (925) 736-2108 or via email at [email protected].