--- title: Chris White - WealthVisory description: Chris White Chris White, CFP®, AIF® Managing Partner chris@wealthvisory.com | 972-581-3077 --- [![WealthVisory_logo_color](https://wealthvisory.com/hubfs/WealthVisory_logo_color.png)](https://wealthvisory.com/?hsLang=en) - About - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [Meet Our Team](https://wealthvisory.com/team) - [SmartMethod](https://wealthvisory.com/smart-method) - Investment Strategies - [SmartGrowth](https://wealthvisory.com/smartgrowth-strategy) - [ExxonMobil](https://wealthvisory.com/exxonmobil-employees) - Expertise - [ExxonMobil Employees](https://wealthvisory.com/exxonmobil-employees) - [401(k) Services](https://wealthvisory.com/401k-services) - [Resources from our Desk](https://wealthvisory.com/resources-from-our-desk) - [Contact](https://wealthvisory.com/contact) - [Client Login](https://www.wellsfargoclearingservicesllc.com/sac/prospera/index.htm) - [eMoney](https://wealth.emaplan.com/ema/SignIn?ema%2Fprospera%2Fassetcapital) - [Premier Client Portal](https://login.bdreporting.com/Auth/SignIn) # Chris White ![chris-white-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/chris-white-wealthvisory-400x400.jpg) ### **Chris White,** CFP®, AIF® **Managing Partner** [chris@wealthvisory.com](mailto:chris@wealthvisory.com) | [972-581-3077](tel:972-581-3077) Chris White is a Managing Partner and cofounder of WealthVisory. Chris began his career in the financial industry in 2004 with Prospera Financial Services, advancing to become operations manager as well as oversee the advisory department. In 2015, he joined Waits Financial Group as a financial advisor, working alongside his uncle, Casey Waits. Chris works closely with individuals, families, companies, and institutions to help build, manage, protect, and transition comprehensive wealth. With a deep understanding of operational procedures, multiple markets, and security, he is uniquely positioned to manage investment maintenance, debt and liability management, risk management, and trust and fiduciary services for clients. Chris earned his bachelor’s degree in American Studies from the University of Texas at Dallas, the perfect track for the dual pursuit of business/finance and government and politics. Chris and his wife Kaitlyn live in Castle Rock Colorado with their two boys and girl. They enjoy the culinary scene, traveling, and spending time outdoors. Chris is passionate about fitness and health and is an active CrossFit competitor. #### Professional Credentials - CFP® Professional - Accredited Investment Fiduciary® (AIF®). - Series 7 Securities License, the Series 66 Securities License, and the Life and Health Insurance License ## Let’s talk to find out how we can help you reach **financial freedom.** #### About Us Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence. #### Our Office 7110 Pecan Street, Frisco, TX 75034 **E:** [support@wealthvisory.com](mailto:support@wealthvisory.com) **P:** [800-231-6276](tel:8002316276) #### Learn More - [Meet Our Team](https://wealthvisory.com/team) - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [SmartMethod](https://wealthvisory.com/smart-method) #### Follow - - [![bc_logo_large-300x80](https://wealthvisory.com/hubfs/Wealth_Visory/Images/bc_logo_large-300x80.png)](https://brokercheck.finra.org/) Securities and advisory services offered through Prospera Financial Services, Inc. | Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/) \*WealthVisory does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. [Click here](https://www.prosperafinancial.com/disclosures/) to view the Form CRS. [Click here](https://www.wealthvisory.com/privacy-policy?hsLang=en) to view our privacy policy. © 2025 WealthVisory All rights reserved. ![](https://px.ads.linkedin.com/collect/?pid=8154620&fmt=gif)