(503) 841-5840 [email protected]

Evan White

Associate Vice President

P: 503-477-6081    |      F: 503-477-6174

evan.white@thefinitygroup.com

 

As an Advisor at Finity Group, Evan manages a planning practice that caters to the unique needs of dentists, physicians and other medical professionals. He serves his client base by assisting on nearly every aspect of their financial plans from organizing the strategy, to putting the plan in motion, and onto regular reviews, Evan works diligently to ensure his clients plans remain appropriately aligned with their goals. In addition to his personal practice, Evan is also involved with the support, develop, and training other advisors at our firm.

We live in a world where time is precious and making a well-informed decision is becoming increasingly difficult. Evan understands that long-term financial success is made by consistent and methodical efforts. However, with the 24 hour news cycle, social media, and the internet each vying for our attention, coming to any decision and putting a plan in motion is challenging.

The opinions of friends, family and colleagues can make things difficult as well so Evan believes his first job as an advisor is to listen. He wants to help his clients regain their time, helping to weed through the noise and ultimately educate clients about the strategies that are the best match for their objectives. He encourages questions and wants his clients to not only understand how their plan works, but also be comfortable and confident in the strategy.

Evan holds a degree from University of Portland, finishing with a Bachelors of Business Administration with a focus in Finance and a minor in Political Science. While at UP, Evan was accepted to the Entrepreneurial Scholarship program and was also the co-founder and vice president of the University of Portland Finance Club.

Evans wife Teresa works in the Project Management Office at Daimler Trucks North America. As native Oregonians their weekends are spent enjoying coffee at one of the many local roasters before finding their way to one of Portlands many outstanding restaurants or local brewpubs. They are also members of several local wineries and often spend weekends exploring Oregon wine country. Evan is also an active runner and an ardent supporter of the Portland Timbers. 

Check the background of investment professionals on FINRA’s BrokerCheck.

Copyright © 2022
The Finity Group