Theresa

ABOUT Theresa

Theresa White is a financial planner and Cerftified CollegeFunding Specialist.   She works with families that are interested in finding a better way to retain more of their hard-earned money by funding college without stopping their growth curve. 

She focuses her business practice creating unique financial strategies by helping people understand the “rules of the game” and how to use investment and insurance strategies to grow and accumulate wealth.

Her work as a speaker with The College Funding Coach® team, helps families focus on ways to create liquidity or qualify for more financial aid by leveraging assets to make their money work in a more efficient and effective manner.  Her mission is to help 1M families develop strategies to fund college in ways that don’t decimate their retirement savings.

Theresa is a current member and past Managing Director of the eWomenNetwork Northern Virginia Chapter.  eWomenNetwork is a global organization on a mission to help 1M business owners achieve $1M of annual revenue. She has also served as an Executive Board member of the GMU School of Business Women In Business Initiative (WIBI).  and is an active National Association of Insurance and Financial Advisors (NAIFA) member. Theresa also supports various local and national charities and organizations such as the Parkinson’s Foundation, the Purple Heart, the American Cancer Society, and Medic Alert.

Theresa lives in Northern Virginia with her husbandand  son. A self-professed “foodie,” she loves trying new recipes and restaurants, visiting museums, parks and traveling with her family.

Designations

Qualifications

Licensed - Yes

License No - 814692

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Business Consulting

Meetings Offered

My Office
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends