Jack D. White

Jack D. White

| CFP®, MA

Fidelis Financial Planning, L.L.C.

(636) 922-9252

Contact Me

fidelisfp.com

Fee-Only Financial Advisor serving St. Charles, MO area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

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42 Portwest Court
St. Charles, MO 63303-5985

Jack White is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Jack is Founder & President of Fidelis Financial Planning, LLC., an independent Fee-Only advisory firm with offices in St. Charles and St. Louis. Jack's full partner in the firm is CFP® professional, Jeffrey M. Laughlin.  Jack holds a BBA in accounting from Texas Wesleyan University, and an MA in education from Dallas Theological Seminary. He 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 to educate the public in financial planning.

Jack obtained his CFP® designation in 1997 and for ten years 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 and/or Lindenwood University. Jack was elected to serve on the National Board of Directors for the Financial Planning Association (FPA) 2015-2017 and he is past President for the Greater St. Louis Area FPA (2006-2008). Jack is a member of the National Association of Personal Financial Advisors (NAPFA). He resides in St. Charles with his wife, Denise, of 36+ years. They have 5 adult children.