David S. White ChFC, CFP® *

  • Earned CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation from the Certified Financial Planner Board of Standards, Inc.


  • Earned Chartered Financial Consultant (ChFC) designation from American College


  • Co Founded The Capital Planning Group, Inc. in 1996


  • Graduated from North Carolina State University (Raleigh, NC) in 1990


  • Member of the Wake County Estate Planning Council


  • Serves on the Board of Directors of the Tammy Lynn Center for Developmental Disabilities, Inc.


  • Serves on the Board of Directors of the Better Business Bureau Education Foundation


  • Awarded by the Triangle Business Journal with one of the "40 under 40" Business Leadership awards for the Triangle area of North Carolina.


  • Co-author of Financial Success in the Year 2000 and Beyond, a comprehensive look at financial planning and the proper implementation of investments, insurance, and the many other tools available to those that wish to retire (published by St. Lucie Press, 1999)


  • Has instructed hundreds of workshops for area adult education programs, for corporations and their employees, for Wake County High School students, and has spoken at numerous meetings for investment companies


  • He and his wife, Ann, and their children live in Raleigh, NC



    • click for a profile of David's partner, Dennis J. Collins, CFS, CSA



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    * Registered representatives, investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC and a registered investment advisor, to residents of NC, VA, SC, GA, TN, CA, NJ, IL, OH & FL. Branch office: 15200 Weston Parkway, Suite 103, Cary, NC 27513. (919) 677-8888.