Christopher White (CFP®)

Christopher White focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Cory received his CERTIFIED FINANCIAL PLANNER™ certification in 2006.  He earned a Bachelor of Science degree from Virginia Polytechnic Institute and State University (Virginia Tech).  He has worked in the wealth management industry since 2003, starting his career with JoycePayne Partners based in Richmond, Virginia, and most recently was with a wealth management firm in Waltham, Massachusetts.

Cory resides in Arlington with his wife and young son.  Outside of work he enjoys skiing, BBQs, and Virginia Tech football.

Additional Information

Cory White is a Financial Advisor at Modera Wealth Management.  He guides clients through the financial planning process by developing comprehensive financial plans designed to evolve in step with their important life events.  In this role Cory works closely with Modera’s wealth managers and with clients’ other professional advisors (such as estate attorneys, accountants and insurance agents) to see that all facets of financial planning are in alignment.

NAPFA Start Date

November 07, 2014

This Office

535 Boylston St Ste 300 Boston, MA 02116-3785 Phone: (617) 247-0518