Robert White brings more than 25 years of experience in holistic financial planning to the Intrua Financial wealth management clients he serves. He specializes in designing, implementing, and monitoring comprehensive financial plans. Prior to Intrua, Robert worked in the treasury department at Pennzoil, where he monitored cash flow receipts and disbursements for the Fortune 500 company.
Robert is a Chartered Financial Consultant® (ChFC®) and licensed for life and property & casualty insurance. LPL Financial holds his Series 7 (General Securities Representative), 6 (Investment Company and Variable Contract Products, 63 (Uniform Securities Agent State Law) and 65 (Uniform Registered Investment Adviser Law) registrations, 22 (General Securities Principal – Sales Supervisor), 24 (General Securities Principal), & 26 (Investment Company and Variable Contracts Products Principal). Robert is a member of the Financial Planning Association (FPA) and received his Bachelor of Business Administration in Finance from Sam Houston State University.
Robert and his wife, Margaret, have three children and are active members of Grace Church of Kingwood where Robert serves as a pastor/elder. Away from the office, Robert enjoys travel, hunting, and adventures in dining.