Principals

Pete White began his financial career in 1958 and has an extensive background in business, estate, and charitable planning. He has designed non-qualified retirement plans for large, public corporations, banks, manufacturing companies and closely held businesses. He has qualified for The International Forum, Top of the Table, Court of the Table,and has been a life and qualifying member of the Million Dollar Round Table since 1962.

Pete has earned the following professional designations:Chartered Life Underwriter (CLU); Chartered Financial Consultant (ChFC); Accredited Estate Planner (AEP); Chartered Advisor in Philanthropy (CAP); FINRA Series 1 (Registered Representative Examination). He is currently a member of the following professional organizations :

  • The Association of Advanced Life Underwriters
  • The Society of Financial Services Professionals
  • The National Association of Insurance and Financial Advisors
  • Charleston Estate Planning Council, past President

 

Pete received his BS Degree in Business Administration from West Virginia University in 1955. While attending WVU, he lettered four consecutive years in both basketball, where he was also co-captain, and track. He served two and a half years as a navigator with the United States Air Force and six years in the West Virginia Air National Guard.

He has been a speaker at numerous Life Underwriter Association meetings and charitable giving seminars. He is a continuing education provider for the State of West Virginia with courses approved for business insurance, estate planning, and charitable giving. Courses are also approved for continuing education for attorneys and CPAs. Pete also serves as an expert witness in litigation involving insurance-related matters.

Pete has been very involved in the community through participation in numerous civic organizations and boards. A partial list of his past community involvement includes:

  • YMCA of Charleston, Past Treasurer
  • West Virginia Heart Association, past Treasurer
  • Kanawha County Heart Association, past president
  • Sunrise Museum, past vice president
  • Kanawha County alumni Chapter of West Virginia University, past president
  • West Virginia University Foundation, past chair of the Planned Giving Committee
  • Member of the Order of Vandalia of West Virginia University
  • Member of the Irvin Stewart and Woodburn Society of West Virginia University
  • West Virginia University Alumni Association, West Coast of Florida Chapter Founder
  • Fund for the Arts, past president
  • The Society of Financial Service Professionals, Charleston Chapter, past president

Pete is an avid athlete. He plays tennis and claims that he will seriously take up golf when he gets old. 

 

Brad White joined his father, Pete, to create the White Planning Group in 1996. Prior to forming their firm, Brad trained with CIGNA Financial Advisors in Washington, DC, where he studied personal, business and estate planning.  Brad works with clients on a wide range of planning issues, including business succession, estate planning, long term care insurance, life insurance reviews, and employee benefits.  He has taught Continuing Education on Long Term Care insurance and business planning for advisors.  He holds FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Adviser Law Examination) Licenses. and is currently pursuing his Chartered Life Underwriter (CLU) designation.

Brad is currently a member of the following professional organizations:

  • The Society of Financial Services Professionals
  • The National Association of Insurance and Financial Advisors
  • The Association of Advanced Life Underwriters
  • The Charleston Estate Planning Council
  • The John Hancock PartnersFinancial Advisory Council
  • NFP Closely Held Business Steering Group

Brad is a 1988 graduate of Vanderbilt University with a BA in Political Science. While in college, he was a two-year captain of the Vanderbilt Lacrosse team that won the Southeastern Conference in 1987 and 1988.  After graduation, Brad served for five years on the personal staff of Senator John Glenn where his responsibilities focused primarily on defense and national security issues on the Senate Armed Services Committee and the subcommittee on Readiness.  In 1994, he accepted a White House Appointment at the Department of Defense where he managed legislative issues pertaining to the readiness of U.S. forces for the Secretary of Defense.  In this position, he worked closely with representatives of the Services and the Joint Chiefs of Staff to coordinate Department of Defense funding and strategy priorities before Congress.  While in Washington, Brad played lacrosse on the Washington Lacrosse Club for 8 years.

Brad is active in the local community.  He is an avid rescuer of dogs and contributes on a blog  http://blogs.dailymail.com/petcity/   Brad is the head coach of the George Washington High School Lacrosse team.  He currently serves on the Corporate Development Committee of the Clay Center.  He is a past board member of the following organizations:

  • Friends of West Virginia Culture and History
  • The American Red Cross of Central West Virginia
  • Big Brothers/Big Sisters of the Greater Kanawha Valley
  • The Avampato Discovery Museum
  • The Snowshoe Institute
  • The Capital Market
  • Edgewood Country Club Board of Governors, membership chair

In his free time, Brad enjoys his dogs, golf, squash, reading, cooking, hiking, gardening and bird watching. 

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Check the background of this financial professional on FINRA's BrokerCheck