Nicholas White, Financial Advisor located in Oakdale, CA

Financial Advisor
Nicholas White

CFP®, AAMS®
178a South Maag Ave, Oakdale, CA 95361opens in a new window
Accepting New Clients
Serving clients with $50,000
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Motorcycles
  • Outdoor Enthusiast
  • Auto Racing

Team Members

  • Debbie Carreira
    Sr. Branch Office Administrator
    FPQP®
  • Maribel Long
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(209) 222-3557

Fax

(888) 474-3246

Office Address

178a South Maag Ave
Oakdale, CA 95361opens in a new window

Mailing address

P O Box 367
Oakdale, CA 95361

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