Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Greenwood Village, CO
Greenwood Village Financial Advisors
Life Certain Wealth Strategies
8400 E Prentice Ave., Suite 715
Greenwood Village, CO 80111
(303) 793-3999
“Discover the Fiduciary Difference! (TM)”
Advisor Profile
Herb White, CFP
Name:  Herb White, CFP
Phone Number:  (303) 793-3999
Website:  Visit Website
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. Life Certain Wealth Strategies, LLC and Woodbury Financial Services, Inc are not affiliated entities

About Life Certain Wealth Strategies

When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship with a firm that promises always to put your interest first, a firm with proven experience and the right credentials. Life Certain Wealth Strategies, LLC. offers you all this and much more.

General Information

Gender:    Male
CRD#:    3125223
Firm CRD#:    421
Name of Broker/Dealer:    Woodbury Financial Services, Inc.
Name of Custodial Firm:    Pershing, LLC
States Licensed in:    CO, AK, NY, NJ, IL, IN, OH, FL, CA, GA, KS, NM, TX, WY, AZ
States Willing to do Business in:    Boulder,Littleton,Arvada,Castle Rock,Denver,Brighton,Westminster,Englewood,Aurora,Broomfield,Golden,CO
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    11
Work Experience:    experienced Certified Financial Planner Practitioner. I employ the 6 step financial planning process endorsed by the Certified Financial Planner Board of Standards and adhere to their code of ethics
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced:    Spanish


Academic Background
BA, Economics MBA


Investment Types:    Options, Bonds, Mutual Funds, Options & Futures, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 7, Series 4, Series 24, Series 63, Series 65
Insurance and Annuity Licenses:    Variable Annuity, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA), Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA), Paladin Registry

Firm Information

Firm's Number of Clients:    245
Firm's Number of Planning Clients:    84
Firm's Number of Managed Clients:    139
Advisor's Number of Clients:    98
Assets Managed by Advisor:    $150,000,000


Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Flat Fee, Hourly, Based on Assets, Commissions
Fee % Based on Assets:    0.95%
Minimum Fee Charged for Managed Accounts:    N/A
Prepared By: Herb White, CFP

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.