Phillip B. White & Company
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We look forward to hearing from you.

PB White & Co. serves individuals, families and businesses – helping them through every stage of their financial journey. We look forward to learning more about you and your journey. Our clients are located across the country, predominately on the west coast.

Send us a message.

San Luis Obispo

11573 Los Osos Valley Road, Suite D
San Luis Obispo, CA 93405 (map it)

Phone: (925) 378-3393

Fax: (925) 736-2126

Danville

319 Diablo Road, #211
Danville, CA 94526 (map it)

Phone: (925) 736-2108

Fax: (925) 736-2126

“If one does not know to which port one is sailing, no wind is favorable”
-Seneca
“The desire of gold is not for gold. It is for the means of freedom and benefit.”
-Ralph Waldo Emerson
“To be ‘in charge’ is certainly not only to carry out the proper measures yourself,
but to see that everyone else does so too.”
-Florence Nightingale
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Investment advisory services offered through PB White & Co., an SEC Registered Investment Adviser.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Copyright 2024 Phillip B. White & Company, Inc. All Rights Reserved. Website by Whitefrog.