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Cyril S. White, CFP®, MBA, CDFA,CSSC

White House Financial & Investment Solutions, LLC

114 S Main St
Ste 300
Chelsea, MI 48118-1622
Phone: (734) 433-1670
Fax: (734) 433-1671

Toll-free: (888) 869-4837
Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Asset Allocation
  • Cross-border Planning
  • Estate Planning
  • Investment Management
  • Disaster Recovery
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

Foreign Languages
  • Spanish

 

About My Practice

Founded in 2001, our firm helps families live easier and less stressful lives through the proper management of their financial resources.  We do this by acting as our clients’ trusted advisor providing a personal touch customized to the client’s needs!  Please visit our web site at www.whitehousellc.com for more information!

We specialize in working with active, globally mobile, corporate executives, entrepreneurs and university professionals.
for more information!

 

Experience

Cyril is a Certified Financial Planner and serves as Managing Director and Senior Financial Advisor of White House Financial & Investment Solutions, LLC. Cyril has over 15 years of experience helping clients achieve financial goals. Prior to founding White House, Cyril served as a Financial Advisor with Merrill Lynch & Co. and an Investment Banking Associate with River Capital Markets, LLC. He received a Bachelors of Science degree in Engineering Physics (BSE) from the University of Michigan (Ann Arbor) and a Masters in Business Administration (MBA) in Finance & Investing from the University of Chicago. Cyril earned his designation as a Certified Divorce Financial Analyst (CDFA)

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 66
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, CDFA, CSSC
Broker-Dealer Affiliation
Sigma Financial Corp.
Broker-Dealer Disclaimer
Securities offered through Sigma Financial Corporation. Member FINRA/SIPC

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.