David White, CFA

David White is a Financial Planner and Investment Committee Member at Attleboro Wealth Management, bringing a well-rounded background in investment management and financial planning to his clients. A Penn State University graduate with a Bachelor of Science in Finance, David also holds the Chartered Financial Analyst (CFA) designation, one of the investment management industry's most rigorous and respected credentials.

Prior to joining Attleboro, David spent five years at Fisher Investments as an Investment Counselor, where he developed deep expertise in portfolio management and long-term wealth building strategies. He also gained hands-on experience in corporate finance during a tenure with a private equity-backed real estate company, giving him a broader perspective on capital markets, alternative investments, and complex financial structures.

At Attleboro Wealth Management, David is committed to delivering personalized financial planning and investment management solutions tailored to each client's unique goals. As a member of the firm's Investment Committee, he plays an active role in shaping portfolio strategy and staying ahead of evolving market conditions.

Outside the office, David enjoys traveling, spending time at the beach, and playing golf (a game he describes as a "work in progress"). A die-hard Eagles fan, he can be found at Lincoln Financial Field on game days — rain, shine, or heartbreak. He also spends plenty of time with his dog, Gretzky, who, despite the name, has yet to show any interest in hockey.