Christine
White

Libra Wealth LLC

CRD#6429853
Investment Advisor
in Los Gatos, CA

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About this Advisor

Christine White is a financial advisor based in Los Gatos, California, working with Libra Wealth LLC. Christine has previously held positions at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, Vida Fitness, Securities America Inc, Townsend & Associates Inc, Gill Capital Partners, LLC, and Libra Wealth LLC. Christine has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Christine is part of Libra Wealth LLC, which operates out of Los Gatos, California. The firm has 4 offices and 4 employees. The firm manages assets totaling $406.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Libra Wealth LLC includes hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Hourly Charges, Fixed Fees

Office Location

16185 Los Gatos Blvd Suite 205
Los Gatos, CA 95032

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Libra Wealth LLC Brokerage Details

Total Assets Under Management

$406,878,990

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

545

CA Average: 3,727
Average Account Size

$746,567

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christine White Work History

2024 - Present (0 year)

Libra Wealth LLC

2021 - Present (3 years)

Gill Capital Partners, LLC

2016 - 2021 (5 years)

Securities America Inc

2016 - 2021 (5 years)

Townsend & Associates Inc

2014 - 2016 (2 years)

Penn Mutual Life Insurance Company

2014 - 2016 (2 years)

Hornor, Townsend & Kent, Inc

2013 - 2014 (1 year)

Vida Fitness

Disclosures

Please visit the SEC profile of Christine White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Libra Wealth LLC

Christine White
Los Gatos, CA
Johanna Adleson
Boise, ID
Mark Astrinos
Los Gatos, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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