Theresa W White

Theresa W White Financial Planning focused on college funding, the student loan debt crisis and retirement income (301) 907-9030. CA insurance license number 4012826.

Theresa White is a financial planner with MassMutual Capitol District She works with families that are interested in finding a better way to retain more of their hard-earned money by funding college without stopping their growth curve. She focuses her business practice creating unique financial strategies by helping people understand the “rules of the game” and how to use investment and insuranc

e strategies to grow and accumulate wealth. Her work as a speaker with The College Funding Coach® team, helps families focus on ways to create liquidity or qualify for more financial aid by leveraging assets to make their money work in a more efficient and effective manner. Her mission is to help families develop strategies to fund college in ways that don’t decimate their retirement savings. Theresa is also the Managing Director of the eWomenNetwork Northern Virginia Chapter. eWomenNetwork is a global organization on a mission to help 1M business owners achieve $1M of annual revenue. She is an Executive Board member of the GMU School of Business Women In Business Initiative (WIBI) as well as a National Association of Insurance and Financial Advisors (NAIFA) member. Theresa also supports various local and national charities and organizations such as the Parkinson’s Foundation, the Purple Heart, the American Cancer Society, and Medic Alert. Theresa lives in Northern Virginia with her husband, Eric and son, Devin. A self-professed “foodie,” she loves trying new recipes and restaurants, visiting museums, parks and traveling with her family. In an effort to stay healthy and keep up with Devin, Theresa and Eric have recently taken up 5K racing. Registered Representative of and securities and investment advisory services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. Licensed to sell insurance in CA, CO, DC, DE, MA, MD, NC, NJ, PA, SC, TX, VA and WV. Licensed to sell securities in CA, DC, DE, FL, LA, MA, MD, NC, PA, TX, VA and WV.

With heavy hearts, we want to share the passing of our papa/dad, Justino David. He took his last breath on this earth Ap...
04/12/2025

With heavy hearts, we want to share the passing of our papa/dad, Justino David. He took his last breath on this earth April 8th.

When it comes to disability income protection, the provider you choose matters. But with so many out there, making the r...
02/01/2024

When it comes to disability income protection, the provider you choose matters. But with so many out there, making the right choice can feel overwhelming. Learn why the Radius Choice®️ individual disability income insurance policy could be the one for you.

When it comes to disability income protection, the company you choose matters. But with so many companies how do you choose the one? MassMutual offers a uni...

This month and always, we recognize and honor the accomplishments of Black Americans throughout history.
02/01/2024

This month and always, we recognize and honor the accomplishments of Black Americans throughout history.

01/31/2024

We’ve all been there- the kids are home from school, you’re trying to work, and you need to keep them busy! It’s the perfect time for them to learn some simple basics about saving.

https://bit.ly/48Y6HtU.

It’s tax time, which means it’s important to understand the status of all your assets – and what’s taxed now and what’s ...
01/31/2024

It’s tax time, which means it’s important to understand the status of all your assets – and what’s taxed now and what’s taxed later. Let’s chat.

https://bit.ly/3SDPeB7.

One of the most important decisions you can make when considering your estate plan is deciding who will serve as your su...
01/29/2024

One of the most important decisions you can make when considering your estate plan is deciding who will serve as your successor trustee. Let’s discuss your options to see what may be best for you and your family.

https://bit.ly/48RuFXo.

01/25/2024

Knowing the right conversation starters can go a long way when building relationships with banks and financial institutions. Talk to me to learn more.

Estate planning can be a complex topic to navigate, but you may know more than you think. Test your knowledge and learn ...
01/24/2024

Estate planning can be a complex topic to navigate, but you may know more than you think. Test your knowledge and learn more about why an estate plan is important: https://bit.ly/3HCHHvT.

The return to work during retirement years happens for a wide variety of reasons. Let’s talk about how an annuity can su...
01/24/2024

The return to work during retirement years happens for a wide variety of reasons. Let’s talk about how an annuity can support your retirement income and help you retire on your terms.

https://bit.ly/3HwbmXL.

01/24/2024

The truth is, having a plan makes sense during ALL of life’s stages. Let’s connect.

01/24/2024

Could business ownership be your path to financial freedom? Talk to me about turning your dreams into plans.

When it comes to gauging happiness, America’s youth is placing money before marriage. No matter your goals, let’s talk t...
01/23/2024

When it comes to gauging happiness, America’s youth is placing money before marriage. No matter your goals, let’s talk through your plans and make sure you’re on track.

https://bit.ly/3vJE4lk.

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8444 Westpark Drive Suite 900
Vienna, VA
22102

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 6pm

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