Bill White

Title: CorePath Estate Planning Partner

This Is Why I Do It:

I serve as a part of the CorePath legal team. Previously I served as general counsel at Thomas Brady & Associates in Boston, and the ESOP Advisors Group in San Mateo, California from 2007 to 2009.

I serve as a part of the CorePath legal team. Previously I served as general counsel at Thomas Brady & Associates in Boston, and the ESOP Advisors Group in San Mateo, California from 2007 to 2009. Before that I was an in-house tax planning counsel at Securian Financial for 10 years, preceded by five years in private practice with Chandler & Brown law firm in St. Paul and Lommen Abdo law firm in Minneapolis.

I graduated with honors from The Catholic University of America and from William Mitchell College of Law. I am a frequent lecturer and author in business exit and transition planning.

You can find me rooting for the Broncos, Cardinals, or U of A!
I favor a good book over a movie.
My favorite holiday is Thanksgiving.
I love Apple Pie!

Testimonials

CorePath Wealth has been our Family's trusted advisor for a number of years now. They have assisted us with our business and personal finances, 401k plans and investment accounts. Their services are comprehensive, thorough and professional. I highly recommend CorePath Wealth and the entire team at the Scottsdale location.

CorePath's team is willing to help in whatever way they can. Their team is awesome as well they will get you as soon as possible time through zoom, phone call you name it. They are one of the best team of finance advisors in Denver! So professional 5/5 stars!!

Blessed to have Found CorePath Wealth in Scottsdale. The best of the best when it comes to financial advice and planning for retirement.

We had been with our previous insurance agent for 30 years! But due to retirement we needed to find a new agent that we could count on to quickly respond to our insurance needs. We not only ended up with an agency with excellent customer service but also great people who are friendly! Thank you all for taking such good care of us!

We have had the pleasure of having Helen Vouniozos and CorePath Risk Solutions provide us with comprehensive and personalized insurance policies on various matters since we moved to Arizona almost 8 years ago. Helen and her colleagues have always surveyed the insurance industry to get us the best coverage at the best prices. Thank you Helen!!

CorePath and Helen Vouniozos specifically, have been our insurance broker for a couple of years. We chose Helen because of her knowledge and experience with specific client types, along with her magnetic personality. From the first conversation, we knew that Helen had our best interest at heart. On September 11th, 2021, we experienced a devastating accident involving a golf cart at our home. I contacted Helen from the hospital, on a weekend, and Helen took the time to show empathy and explain the next steps for handling the situation. I don’t know that we would have made it through that incident without her. I would recommend CorePath, Helen Vouniozos, for your insurance needs if you want the best in the business, and someone who is committed to protecting you and your assets completely.

These testimonials were provided by current clients of CorePath Wealth Partners. No compensation was provided for these testimonials. These experiences may not be indicative of all client experiences.

Bill White

Bill White

Title: CorePath Estate Planning Partner

This Is Why I Do It:

Testimonials

Divisions

Bill White

Serving Clients Across the United States with Office Locations in the Following Cities.

Scottsdale Office

Denver Office - By Appointment Only

Salem, Oregon Office - By Appointment Only

© 2024 CorePath Wealth Partners. All Rights Reserved

Bill White

Bill White

Title: CorePath Estate Planning Partner

This Is Why I Do It:

Testimonials

Divisions

Bill White

Serving Clients Across the United States with Office Locations in the Following Cities.

Scottsdale Office

Denver Office - By Appointment Only

Salem, Oregon Office - By Appointment Only

© 2024 CorePath Wealth Partners. All Rights Reserved

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