Financial Advisor

Raleigh R. White V - Century Securities Investment Advisor - 401k RolloversRALEIGH R. WHITE V

Independent Financial Consultant

I founded RWV Financial in 2014, shortly after leaving my position at Dell.  As an Independent Financial Consultant, I am not required to sell proprietary products, and thus, not subject to any product-specific quotas.  My clients can always count on unbiased guidance and access to me.

I typically assist clients who are in the asset accumulation phase of their careers because I identify with their specific challenges. I am also comfortable working with those in the distribution phase of their lives who are in need of investment guidance.  During the past few years, I've also had the opportunity to work with small business owners and their respective employees on their retirement plans.  This has been a very rewarding experience for me.  My approach to investment planning with small businesses focuses on the following:

  • Helping business owners with risk mitigation strategies and fiduciary responsibility
  • Maximizing the savings potential for owners and employees through thoughtful plan design
  • Having a complete understanding of all the costs associated with a plan by providing a breakdown of all fees and charges
  • Saving management time by shopping the market for the most suitable plan providers
  • Holding annual educational meetings with employees to ensure they are aware of investment options available to them and how they can best manage their savings

In addition to earning a B.S. degree from SMU and an MBA from Texas A&M, I currently hold Series 7, 66, and Life, Health, and Variable Insurance licenses.  I also recently earned the Accredited Investment Fiduciary® (AIF®) certification, a unique designation that enables me to serve small business clients deeper and more thoroughly.