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Herb White, MBA, AIF, CFP
Life Certain Wealth Strategies, LLC
Herb White, MBA, AIF, CFP
Location:Englewood, CO, 80111
Experience:18+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $250,000
Credentials/Education: CFP: Certified Financial Planner
MBA: Master of Business Administration
Other Certifications:Accredited Investment Fiduciary
Fee structure(s):Percentage of assets
Fixed Fee
Services offered:Portfolio Management
Retirement Planning
Financial Planning
StockOpter Analysis
Practice and Approach
Our team of professional advisors have decades of experience addressing issues surrounding employee stock option grants. Let us help you develop an effective strategy for your employee stock option grants.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. Life Certain Wealth Strategies and Woodbury Financial Services, Inc. are not affiliated entities.
Please read the terms and conditions of the service before continuing.
Contact this advisor