Craig White

GET TO KNOW CRAIG

Craig White is a dedicated Wealth Advisor serving individuals, families, and business owners in Lee and Collier Counties. With over six years of experience, Craig is passionate about helping others achieve their financial goals with honesty, integrity, and the use of sound investment principles.

A Fort Myers resident, Craig, and his wife are devoted to their three children. They spend much of their free time supporting their children's pursuits, including tennis, baseball, and piano. Craig's commitment to community extends beyond his family, as he actively volunteers with the Church of Jesus Christ of Latter-day Saints, mentoring youth and fostering personal development.

Growing up in Lewiston, Utah, Craig developed a strong work ethic and a deep appreciation for family. As a young man, Craig earned his Eagle Scout and later earned dual Bachelor's in Finance and Spanish Literature from Utah State University. Craig is fluent in Spanish, having lived in southern Spain for two years and spent the last 18 years speaking Spanish at home with his wife, who is from Mexico. His love for food is evident, thanks to his wife's culinary expertise as a Master Chef.

While Craig once enjoyed water skiing, wakeboarding, and rock climbing, his current favorite pastime is family road trips and spending time at the beach. He embraces the coastal lifestyle of Fort Myers, where he finds inspiration and a sense of belonging.

Craig brings a passion for financial planning to his engagements with clients. He believes in the power of education, empowering clients to make informed decisions through clear communication and understanding. Craig's areas of expertise include retirement accumulation planning, retirement income planning, tax-efficient investment planning, asset protection, and legacy planning.

LICENSING AND CERTIFICATIONS

• FINRA-registered Series 7 and 66
• Licenses in life, health, and variable annuities