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Philip White, CFA, CFP®, EA
Partner at Inflection Financial
Philip White, CFA, CFP®, EA, is a Partner at Inflection Financial, located in San Antonio. He has a strong educational background, having studied at the University of Pennsylvania's Wharton School, which is renowned for its finance and business programs.1
In his role at Inflection Financial, he leverages his expertise in financial planning and investment management to assist clients with their financial goals. His credentials as a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Enrolled Agent (EA) highlight his comprehensive knowledge in finance and taxation, making him well-equipped to provide holistic financial advice.
Philip is known for his commitment to helping individuals and businesses navigate complex financial landscapes, ensuring they make informed decisions that align with their long-term objectives. His professional network includes over 500 connections on LinkedIn, reflecting his active engagement in the financial community.1
