CCWC Coming Sept. 17, 2019

Tuesday September 25, 2018

Fresno Convention & Entertainment Center

Portia White, CFP®

Portia L. White is a Certified Financial Planner™ Practitioner, Partner, Vice President, CFO and Senior Advisor at Whelan Financial. She began working for Whelan Financial shortly after graduating Summa Cum Laude from Fresno State in 2004 with her BA in Philosophy. She continued her education in the field of personal financial planning and investments and became a CFP® practitioner in 2009. With more than a decade of experience, Portia continues to push the envelope in her field, extensively studying Social Security and Medicare Planning.