Planning Coordinator
Having worked in an advising role with Equitable Advisors, LLC, I understand how complex the world of finance can be. Our goal is to provide clarity to the financial planning process.
My position as a Planning Coordinator at Ascend Planning & Consulting, LLC has given me the opportunity to work with an incredible group of consultants and their clients. I enjoy working with our team as they assist clients develop clarity on their financial goals and provide appropriate strategies.
I also enjoy assisting both consultants and clients with the implementation of these strategies. In many cases, I have been able to streamline the process so that it is as seamless for you as it is enjoyable for us.
BA History – Penn State
BS Economics – Penn State
Christopher White provides administrative support services only.
