Whitespace Financial, LLC
Whitespace Financial, LLC (CRD# 149069) is a financial advisory firm headquartered in Palo Alto, CA. They manage $19,497,126 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts95ACCOUNTS
Average Account Value$205,233
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
David Blackwood (CRD# 2602437) is an Investment Advisor Representative working at Whitespace Financial, LLC in La Honda, CA and has over 22 years of experience in the finance industry. David Blackwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cedric Barnett (CRD# 5390225) is an Investment Advisor Representative working at Whitespace Financial, LLC in La Honda, CA and has over 10 years of experience in the finance industry.