Ann Marie White, Certified Financial Planner® and Certified Wealth Strategist®(CWS®), is a Branch Manager for Cetera Advisor Networks and provides investment advice, strategies and solutions to help her clients work toward their financial dreams.
BACKGROUND AND EXPERIENCE
Ann entered the financial services profession in 1987, and has been a financial planner with Cetera Advisor Networks since 1998. She is a Certified Financial Planner®, Certified Wealth Strategist®(CWS®),, Registered Principal (licensed supervisor) and an Investment Advisor Representative with Cetera Advisor Networks. Cetera Advisor Networks is a full service Broker/Dealer. As a Certified Financial Planner® and Certified Wealth Strategist® (CWS®),, Ann is able to provide fee-based financial planning, investment advice and brokerage services. She loves to help clients and families with complex, advanced estate planning strategies. Ann’s strong background in accounting allows her to help her clients, especially small business owners and professionals, work toward their financial dreams.
EDUCATION
- CWS® designation thru Cannon Financial Institute
- CFP® designation thru Certified Financial Planner Board of Standards
- Graduate, College of Financial Planning
- Bachelor of Science in Business Management at Linfield College
- Ongoing professional education (over 50 hours each year)
ADDITIONAL QUALIFICATIONS AND EXPERIENCE
- Board member Cottage Grove Community Foundation
- Past Board member Cottage Grove Rotary Club
- Past Chairman of Cottage Grove Rotary International Foundation
- Past Board member Cottage Grove Chamber of Commerce
- Past Board President of South Lane Wheels
- Past Board member of Northwest Community Credit Union
- Past Chairman of the Board for Great Days Early Education Center
- Fee-based portfolio management and financial planning is offered as an Advisory Associate of Cetera Investment Advisers LLC, a registered investment adviser.
REFERENCES
- Furnished upon request following initial consultation.