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Lutcf Steven L. White

I help Entrepreneurs, Franchisees, & Executives grow and protect their wealth through tax efficient strategies.

Steven L. White Jr. is a seasoned financial advisor and Wealth Distribution Specialist at Colorado Financial Advisors, where he focuses on helping high-achieving business owners implement tax-efficient planning strategies to maximize their wealth and transform business value into sustainable financial legacies. He holds the LUTCF (Life Underwriter Training Council Fellow) designation, which underscores his expertise in life insurance and financial advising.

Background and Education

Originally from New Smyrna Beach, Florida, Steven grew up in Austin, Texas, where his early experiences with financial challenges motivated him to pursue a career in financial planning. He graduated from the University of Texas at Austin with a Bachelor of Science in Corporate Communications. Additionally, he is currently working towards obtaining the Certified Financial Planner (CFP) designation.12

Professional Experience

Steven has over 20 years of experience in the financial services industry, having transitioned from a successful career in telecommunications to finance. His background includes roles in banking, lending, and wealth management. Prior to joining Colorado Financial Advisors, he worked with Union Bank of Switzerland and Mutual of Omaha, gaining significant insights into wealth accumulation and distribution strategies.1

Personal Life

Steven resides in Littleton, Colorado, with his wife and two daughters. He is passionate about outdoor activities such as camping and skiing, and he dedicates time to education and philanthropy focused on hunger relief.1

Online Presence

His professional insights can be found on platforms like LinkedIn under the username stevenlwhitejr, where he shares valuable information on financial strategies and client management.23

Related Questions

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Lutcf Steven L. White
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Location

Denver Metropolitan Area