WILLIAM WHITE,
MBA, CHFC®
FOUNDING PARTNER | FINANCIAL ADVISOR
AR Insurance Lic #16525112 | CA Insurance Lic #0L61976
William White is the founder of Forge & Link Financial Group, a practice dedicated to the future "You" since 2014. During his time in practice, he has helped several families, business owners and professionals create tailored solutions to reach their goals. He understands life has to have parity between enjoying the moments and building an estate for loved ones that follow. His passion comes from seeing his clients move from a place of being controlled to controlling their situation. William is the type of advisor who will laugh with you and celebrate with you but be there in the tough times when hard decisions have to be made. As he often says, "I'm in the business of building and cultivating relationships and simply being the compass on your journey." When working with clients, he focuses on the holistic view by knowing the RIGHT questions to ask, helping his clients get to the right solution. He yearns to understand the "Why", the risk they are willing to take, what keeps them up at night, the numbers and taking the time to portrait the end result!
EDUCATION AND LICENSES
Before he became an advisor, William graduated from Oklahoma Christian University in Edmond, Oklahoma with his Bachelor’s in Marketing Management and a Master’s of Business Administration in Leadership and Organizational Development. William holds several licenses: General Lines Life & Health and Series Licenses 6, 63, 66 & 7. He is a Chartered Financial Consultant (ChFC®) earned at the American College of Financial Services.
PROFESSIONAL SPEAKING
William has hosted several seminars around the country promoting financial literacy to several demographics such as the working class, senior citizens, even kids. He is a proud member of Phi Beta Sigma Fraternity, Inc. In the Fraternity, he enjoys working with the Bigger, Better Business program that helps minority businesses keep up and surpass the status quo and teaches financial literacy to the community.
PERSONAL LIFE
When William leaves the office, he is a child of the Most-High, a husband to his wife, Dr. Keesha, and a father to his two sons William III (Trey) and Kobe.
