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Philip White, CFA, CFP®, EA

San Antonio, Texas, United States
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Profile Image for Philip White, CFA, CFP®, EA

Philip White, CFA, CFP®, EA

San Antonio, Texas, United States
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Philip White, CFA, CFP®, EA, is a highly accomplished professional with a wealth of experience in finance and investment management.

He holds a Master of Business Administration (MBA) from the prestigious University of Pennsylvania - The Wharton School and a Bachelor of Science (BS) from the United States Air Force Academy, reflecting his strong educational background.

Currently, Philip serves as a Partner at Inflection Financial, showcasing his expertise in financial services and strategic decision-making.

Throughout his career, Philip White has held key positions in various prominent organizations, including serving as a Board Member at Cottonwood Residential and as an Advisory Board Member at myFinancialAnswers.

His past roles include being a Partner at Retirement Plan Fiduciaries, LLC, Director of Compensation and Benefits at Rackspace Hosting, Managing Principal at Ducere Capital, Director of Finance at Rackspace Hosting, and Director of Financial Advice Center at USAA.

Prior to his current ventures, Philip gained valuable experience as an Associate at JPMorgan and started his professional journey as a Civil Engineer Officer in the United States Air Force, highlighting his diverse skill set and adaptability.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.