Chris White | Managing Partner and Cofounder of WealthVisory

Chris White CFP®, AIF®

Managing Partner

Chris White is a Managing Partner and cofounder of WealthVisory. Chris began his career in the financial industry in 2004 with Prospera Financial Services, advancing to become operations manager as well as oversee the advisory department. In 2015, he joined Waits Financial Group as a financial advisor, working alongside his uncle, Casey Waits.

Chris works closely with individuals, families, companies, and institutions to help build, manage, protect, and transition comprehensive wealth. With a deep understanding of operational procedures, multiple markets, and security, he is uniquely positioned to manage investment maintenance, debt and liability management, risk management, and trust and fiduciary services for clients. Chris earned his bachelor’s degree in American Studies from the University of Texas at Dallas, the perfect track for the dual pursuit of business/finance and government and politics.

Chris and his wife Kaitlyn live in Frisco with their two boys. They enjoy the culinary scene, traveling, and spending time outdoors. Chris is passionate about fitness and health and is an active CrossFit competitor.

Professional Credentials

  • CFP® Professional
  • Accredited Investment Fiduciary® (AIF®).
  • Series 7 Securities License, the Series 66 Securities License, and the Life and Health Insurance License