Paul White, Financial Advisor located in Fredericksburg, TX

Financial Advisor
Paul D White

CFP®, CEPA®, AAMS®
701 South Adams, Fredericksburg, TX 78624opens in a new window
Accepting New Clients
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Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Farmers and Ranchers

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • History and Museums
  • Hunting
  • Vintage Books
  • Traveling

Team Members

  • Kimberly Bowman
    Sr. Branch Office Administrator
  • Julie Herrera
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(830) 362-2402

Fax

(888) 290-0548

Office Address

701 South Adams
Fredericksburg, TX 78624opens in a new window

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