Brian White, CFP®

Wealth Manager/Partner

Brian is the Wealth Manager for Spectrum Wealth Management™ and a partner of the firm. He is responsible for personal financial planning, private wealth management and individual retirement plan reviews. Brian earned a Bachelor of Science degree in Business Systems from Taylor University. He has been in the financial services industry since 2000 and holds the Investment Adviser Representative license (Series 65).Brian is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to joining Spectrum Investment Advisors, Brian was an investment consultant with TD Ameritrade for 7 years. 

Brian is married with two children and lives in Menomonee Falls, WI.  Outside of work, Brian enjoys reading, downhill skiing, volleyball and softball.    

 
CFP®, CERTIFIED FINANCIAL PLANNER™, administered by CFP Board, identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

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