Cyril S. White
Author of \"Women Wealth & Wellness\". My passion is helping people with strong values and goals gain more confidence and reduce anxiety while navigating life\'s transitions!
- Role
- Financial Advisor at Four Financial Management
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
About Cyril S. White
I am passionate about helping people with strong values and goals optimally navigate life\'s transitions to feel more confidence, security, less anxiety, become self-sufficient and independent by- Helping them build and manage wealth in a way which is aligned to their values- Teaching them to move properly and Eat properly! My goal is to make each client feel like they are my ONLY client- I have been doing this since 1997- I am a Certified Financial Planner™ (since 2005)- I am a Chartered Sustainable Responsible Impact Investing Counselor™ (CSRIC)- I have a team of 9 experienced professionals to help back me up and provide my clients with exceptional and full service! I have always valued personal freedom and strength above all else. I feel that the two most important things which maximize your personal freedom and strength is optimizing your financial and physical health. I witnessed my parents never having either personal freedom, due to a lack of financial means, or good health, and vowed that I NEVER wanted to be that way! I also believe that the best way to get what you want in life is to help others get what they want, which is why I have devoted my life to helping others optimize their financial and physical health. I have found that over the course of my 25-year career most of my best clients have been women going through some type of life transition. I have also been married to the same woman for 33 years and we have three daughters so I have lots of experience working with women!I would love to help you too! Call me at (73••••••22 to see if what I do can help you live your best life too! Please visit my web sites at and for more information about me and my services.Cyril S. White is a registered representative of LPL Financial, may only discuss and/or transact securities business with residents of the following states: MichiganSecurities offered through LPL Financial | Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advisory services offered through Provizr & Four Financial Management Registered Investment Advisors & separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Experience
Financial Advisor
Mar 2014 — Present · Ann Arbor, MI, US
In 2014 I merged my financial advisory practice which I had built one client at a time over 13 years to Four Financial Management and joined their team as a Financial Advisor. Located in Ann Arbor, Michigan at Four Financial Management we strive to put our client\'s interest first by providing them comprehensive strategies including investment management, financial planning, tax planning, and estate planning.Cyril S. White, a registered representative of LPL Financial, may only discuss and/or transact securities business with residents of the following states: MISecurities offered through LPL Financial | Member FINRA/SIPC. Investment advisory services offered through Provizr & Four Financial Management Registered Investment Advisors & separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to website section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Education
The University of Chicago Booth School of Business
MBA, Finance
1994 — 1996
College of Financial Planning
Certified Financial Planner, Financial Planning
2004 — 2005
University of Michigan
BSE, Engineering Physics
1987 — 1991
College for Financial Planning
Chartered Sustainable Responsible Impact Investing Counselor, Sustainability Studies
Institute for Integrative Nutrition
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
2016 — 2017
Skills
- Investments
- Investment Strategies
- Divorce Planning
- Asset Management
- Fixed Annuities
- Strength Training
- Fitness
- Structured Settlements
- Fitness Industry
- Strategic Planning
- Financial Advisory
- Securities
- Estate Planning
- Public Speaking
- Asset Allocation
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Social Networking
- Retirement Planning
- Finra
- Investment Banking
- Fitness Instruction
- Microsoft Excel
- Marketing
- Fitness Training
- Mergers & Acquisitions
- Entrepreneurship
- Crossfit
- Microsoft Office
- Sales
- Investment Advisory
- Investment Management
- Insurance
- Series 7
- Financial Planning
- Personal Training
- Finance
- Strength & Conditioning
- Customer Service
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