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Philip White

Philip White, CFA, CFP®, EA is a Partner at Inflection Financial based in San Antonio, Texas.1 He has held this position since October 2020.1 White has an extensive background in finance and wealth management, with previous roles including:

  • Partner at Retirement Plan Fiduciaries, LLC (2014-2020)1
  • Managing Principal at Ducere Capital (2006-2015)1
  • Director of Compensation and Benefits at Rackspace Hosting (2007-2013)1
  • Director of Financial Advice Center at USAA (2004-2006)1

White's educational background includes an MBA from the University of Pennsylvania's Wharton School and a BS from the United States Air Force Academy.1 He is a CFA charterholder, a Certified Financial Planner (CFP), and an Enrolled Agent (EA) with the Internal Revenue Service.1

In addition to his work at Inflection Financial, White serves on the Board of Directors for Cottonwood Residential since October 2018.12 He also served on the Advisory Board of myFinancialAnswers from 2016 to 2021.1

White's career began as a Civil Engineer Officer in the United States Air Force, where he served for five years from 1995 to 2000.1 His diverse experience in finance, wealth management, and military service has contributed to his expertise in overseeing more than $250 million for individuals and company retirement plans at Inflection Financial.2

Related Questions

What are some of the key projects Philip White has worked on at Inflection Financial?
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What is the focus of Inflection Financial under Philip White's leadership?
How has Philip White's background in the United States Air Force shaped his professional approach?
What are the main achievements of Philip White in his role at Cottonwood Residential?
Philip White
Philip White, photo 1
Philip White, photo 2
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Location

San Antonio, Texas, United States