Donald White, CFP® , CLU®
Login to view DISC.Donald White is a Partner and Private Wealth Advisor at Century Oak Private Wealth, holding both CFP® and CLU® certifications. A University of Houston graduate, he focuses on developing comprehensive, coordinated financial plans that cover investments, retirement, and risk management to provide clients with clarity and confidence.
Based in Houston, Donald is likely a supporter of his alma maters athletic teams and local professional sports. He demonstrates a passion for helping individuals and families achieve financial peace and security through structured planning.
He simplifies complex financial topics, enabling clients to focus on what truly matters beyond just their finances.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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