David WhiteWealth Advisor | CFP®
Address
301 North Chestnut Street
Chaska, Minnesota 55318
US
Phone
(612) 486-0828
Email
About David White
Career Highlights and Industry Expertise
- Joined the company in 1998
- CERTIFIED FINANCIAL PLANNER™
Education
- Bachelor's degree in finance and real estate and insurance from Mankato State University
Servicing Areas
Serving the Chaska, Minnesota region and banking centers
Community involvement
- Member and volunteer, Carver County Sportsman's Club
- Former board member and president, Chaska Youth Fastpitch Softball Association
I take a thoughtful, practical and deliberate approach to helping clients work toward their goal of a complete and successful financial plan. To ensure that clients’ portfolios are comprised of an appropriate mix of investments, I employ product research process and ongoing client portfolio management.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
