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


  • Received his Certification in Long Term Care (CLTC) from the Corporation for Long Term Care Certification (Boston, MA). David is one of only approximately 400 professionals in the U.S. with this certification


  • 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



    © Copyright 2001-2010 Capital Planning Group, Inc.
    15200 Weston Parkway, Suite 103
    Cary, NC 27513
    (919) 677-8888
    contact us online
    directions to CPG
    Personal Financial Data Form
    * 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.