Founder

Daniel A. White, ChFC®, CLU®, RICP®

Dan White is  a Financial Specialist in the tri-state area who focuses his practice on income and transitional planning. As a highly regarded professional in the industry, Dan has been published both nationally and locally. Nationally, you can find him in Fox Business News, Forbes, CNN Money, U.S. News & World Report, Market Watch from Dow Jones, Wall Street Journal, Philadelphia Business Journal, The Delaware County Daily Times, and The Philadelphia Inquirer. Locally, he is known as an expert financial contributor in Kennett Square Neighbor, Garnet Valley Living, West Chester Living, Chadds Ford Neighbors, and East Braford Neighbors Magazines.

In addition, Dan hosts a weekly radio show on WDEL (101.7 FM / 1150 AM) every Sunday morning at 7am called “On the Money”. He can also be heard on the WDEL Rick Jensen show, on Wednesday afternoons, with the “Dan White Retirement Tip of the Day”.

Dan was born and raised in Delaware County, only separating during his college years at State College. Dan and his wife Cindy have been married over 30 years. They have four children; Jessica, Justin, Dylan, and Zachary. Dan  is an active member of his church, and a very passionate sports fan! In his spare time you can find him at a Phillies Baseball Game or Penn State University cheering on the Nittany Lions. Dan and his family also enjoy spending their summers at their beach house in Ocean City, New Jersey.