Tom White
Tom White
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ABOUT
Tom White is principal of CAP Partners, LLC, a financial planning and registered investment advisory (RIA) firm based in Franklin, TN. He is also Founder & CEO of iQuantifi, Inc., a financial technology startup.
Tom has over 14 years experience in the financial services industry. He received his Bachelor’s degree in Theology & Psychology from Loyola Marymount University in Los Angeles. He is a Fulbright-Hays scholar.
With clients in a dozen states CAP Partners represents individuals, families and small business owners. CAP Partners’ mission is to help clients achieve their financial objectives and increase their net worth by providing quality advice and outstanding service through a long-term ...More relationship. CAP Partners’ investment philosophy is based on a long term perspective. Each client portfolio is constructed uniquely according to each investor’s investment objective, investment experience, risk tolerance, and investment timeframe.
Tom has over 14 years experience in the financial services industry. He received his Bachelor’s degree in Theology & Psychology from Loyola Marymount University in Los Angeles. He is a Fulbright-Hays scholar.
With clients in a dozen states CAP Partners represents individuals, families and small business owners. CAP Partners’ mission is to help clients achieve their financial objectives and increase their net worth by providing quality advice and outstanding service through a long-term ...More relationship. CAP Partners’ investment philosophy is based on a long term perspective. Each client portfolio is constructed uniquely according to each investor’s investment objective, investment experience, risk tolerance, and investment timeframe.
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Infrequent
- Interests: Mutual funds, Stocks - long, Tech stocks
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iQuantifi
iQuantifi's mission is to help people identify, prioritize, and achieve their financial goals.
Book
Currently, there are no book details for Tom White.
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