Brad White is a Wealth Advisor on the Wealth Management team at SageView, providing guidance on retirement planning, risk management, investments, tax strategy, and estate planning. His clients regard him as a financial coach, delivering customized advice and solutions for high-net-worth individuals and their families.
Before joining SageView, Brad successfully advised KHP Capital and Capital One Investing clients. Before transitioning into wealth management, Brad gained over fourteen years of experience in the real estate industry, serving as a licensed real estate broker in eighteen states.
A cum laude graduate of the University of Tulsa (BSBA in Information Systems Management), Brad also holds the Accredited Investment Fiduciary (AIF®) designation and is a licensed national insurance producer. He is a Member of the Board of Directors of the Foundation for Tulsa Schools and the Tulsa Boys' Home.
Brad enjoys sports and spending time with family and friends. He and his wife Jennifer live with their three children in Tulsa, Oklahoma.
Brad White is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Brad is no way related to Cetera Advisor Networks LLC or its registered representatives.