Tim White, CF2

About Tim White

Passionate about helping individuals and families achieve their financial goals and secure their future. With years of experience in the financial industry, I have had the privilege of working with clients from various backgrounds and guiding them toward financial success.
 
Using a personalized and holistic approach to your financial plan. I understand every client is unique and tailor my strategies to meet your needs and aspirations. By carefully assessing your financial situation, risk tolerance, and long-term objectives, I will create a customized tax-efficient plan that provides a roadmap to financial security.
 
Tim has been in financial services since January 2008. Tim relocated to Florida from Wisconsin in 2004. Tim, Heather, and their daughter Kieralyn live in Eustis, Florida, and attend The Church of the Lakes in Leesburg, Florida. Tim enjoys traveling with his family, watching and playing sports, and scuba diving. He is an avid outdoorsman and hunter.