Chris White

At a Glance

• Certified Financial Planner™ & Certified Exit Planning Advisor focused on founders, owners, and senior executives with business-driven wealth
• 10+ years in wealth management as a principal leading an advisor services dept before moving into direct client advisory
• President of the Financial Planning Association of Central California
• Known for navigating complex tax, trust, and legal structures for multi-million-dollar decisions

Bio
Chris is a Senior Advisor at Hammer Wealth Group. He works with founders, owners, and senior executives whose balance sheets are dominated by a business, real estate, or concentrated equity position, helping them turn complexity into clear, durable wealth plans.

Before moving into direct advisory work, Chris spent nearly a decade on the inside of a national broker dealer and RIA platform, leading a service department that removed obstacles for financial advisors & high net worth clients across planning, investment, tax, and complex trust projects. He has been closely involved in multiple seven-figure tax moves, advanced trust company work, and coordinated strategies that require CPAs, estate attorneys, and corporate trustees all pulling in the same direction.

At Hammer Wealth Group, Chris is often in the weeds on the hardest parts of a client’s situation: modeling options, navigating tax and legal complexity, and translating it all into decisions a founder can actually make. He leads and supports wealth plans, runs ongoing reviews, and coordinates directly with clients’ other advisors so the plan on paper is the plan that gets implemented.

Outside of client work, Chris serves as President of the Financial Planning Association of Central California, advocating for fiduciary, client-first financial planning across the state.