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Herb White, CFP®, MBA

For people within 5 years of retirement or already retired with at least $250k of investable assets

Woodbury Financial Services, Inc.

Greenwood Village

CO

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Woodbury Financial Services Inc 16 years, 3 months Mar 2003 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Insurance and Financial Advisors
    Membership
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Registered Financial Consultant
    Designation
    Registered Financial Consultant
    Supplemental online designation for already-certified advisors who are interested in additional knowledge in the wealth management industry

Articles and Answers

Insights by Herbert White

Single? Make Financial Planning a Priority
Published 2015-06-07 05:30:19
Is your Portfolio Risky Business
Published 2015-06-07 05:28:50
How Does a Weak or Strong Dollar Affect You?
Published 2015-06-06 11:05:12
Thinking Global? Think ADRs
Published 2015-06-06 11:04:22
IRA Rollovers—Important Changes in 2015
Published 2015-06-06 11:02:22
Key Financial Planning Steps in a Divorce
Published 2013-09-20 12:43:49
Preferred Stocks: Are They for You?
Published 2013-09-20 14:45:08
Health Care Proxies and Living Wills:
Published 2013-09-20 12:49:56
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How do i locate my old 401k plan?
    If possible contact your former employer as they would likely be the plan sponsor, then ask them for information about the actual investment provider and how you can get a recent statement. You may also consider going to the website www.efast.dol.gov where you can search the data base of forms 5500...  (more)
    Answered Sep 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        4
      • as of date
        May 12, 2018
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        4
      • as of date
        May 12, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Woodbury Financial Services, Inc.

      Last updated on June 14, 2019
        • $7.6B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 46K
          Accounts
        • $166.8K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements