Aidan White
Helping clients achieve financial goals by developing personalized plans to fit their specific needs | Adaptation Financial
- Role
- Registered Investment Advisor at Adaptation Financial
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Aidan White
I help the average investor not only build a financial plan but help accomplish their financial goals through life’s uncertainties.No Obligation Meeting https://calendly.com/aidanwhite/i••••••••@adaptfa.comphone:(40••••••99website: -HELP ACCOMPLISH your financial dreams and specifically build a plan on what is most important to you-DETERMINE what are your most cherished financial goals, and how you can turn a dream into reality-ASSESS your expectation of my service. I work for you and want to know you feel my service is beneficial-PROVIDE you with peace of mind, should we need to adjust your financial plan unexpectedly-THRIVE in your personal life, without having to worry or fret over your financial security: I will always have your best interest in mind. My clients are apart of my family and I will treat you no differently. This is why I work independently….meaning I serve you as a client and NOT any particular insurance carrier OR money manager.Some call it a “client-focused approach.” I call it my philosophy: Simply depends on the type of product or service we agree on. I will be openly transparent if I am paid on commissions or fee-based advice. Aidan Whiteemail: a•••••@adaptfa.comphone:(40••••••99website: offered through Registered Representatives of Cambridge Investment Research Inc, a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Adaptation Financial Advisors are not affiliated.
Experience
Registered Investment Advisor
May 2019 — Present · Oklahoma City, OK, US
I work with clients to construct a financial plan that best fits their financial goals-I build trust with clients working through their personal experiences and fears and celebrating their success-I work with clients to give simple/straightforward advice that they 100% grasp-I am experienced in understanding and handling a wide variety of insurance policies-I perform annual reviews for all clients as their circumstances change or as the financial environment changes.
Education
University of Oklahoma
Bachelor of Business Administration - BBA, Finance, General
2015 — 2019
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