Jack D. White

Background

About Jack D. White

Jack is Founder & President of Fidelis Financial Planning, LLC, a Fee-Only™ independent advisory firm he began after fifteen years of fee-based practice. He holds a BBA in accounting from Texas Wesleyan University, and an MA in education from Dallas Theological Seminary. Jack has over thirty years broad experience in the financial services industry, including positions as bank trust officer, trust tax accountant, personal trust officer, employee benefits specialist, and small business management. He is passionate about financial planning education for the public and for his clients. He obtained his CFP® designation in 1997 and for ten years Jack taught CFP® review courses as an adjunct faculty member of the College for Financial Planning. Since 1998 he continues to teach at least one financial planning course a semester as an adjunct faculty member for the University of Missouri - St. Louis. He served as 2006-2008 President for the Greater St. Louis Area Financial Planning Association (FPA) and he currently serves as a member of the National FPA Chapter Leadership Resource Council. Jack is a member of the National Association of Personal Financial Advisors (NAPFA).Specialties: Fee-Only FinancialPersonal Financial PlanningRetirement PlanningInvestment PlanningTax PlanningEstate PlanningInsurance PlanningSmall Business PlanningEducation PlanningBudgeting