Tonya Shyree White

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

23 years in the industry.

1. Givers UniversityFeb 2025 to now
2. Business Boost SolutionsJan 2023 to now
3. Csp Financial Group LLCJan 2022 to now
4. Heart and Soul WealthFeb 2021 to now
5. Harmony Financial SolutionsMay 2017 to now
6. Vitaliti WellnessMay 2017 to now
7. Doterra InternationalMay 2014 to now
8. Sole ProprietorFeb 2010 to now
9. Lifepro Asset Management, LLCJun 2020 to Jan 2022
10. Scf Investment Advisors,May 2019 to Jun 2020
11. Scf Securities, Inc.May 2019 to Jun 2020
12. Infinity Financial ServicesMay 2017 to May 2019
13. AarpMay 2017 to Aug 2018
14. HealthnetOct 2016 to Aug 2018
15. Applied General AgencyAug 2015 to Aug 2018
16. Golden State Medicare Health PlansAug 2015 to Aug 2018
17. Heartland Institute of Financial EducationAug 2015 to Aug 2018
18. United HealthcareJul 2012 to Aug 2018
19. Transamerica Financial Advisors, Inc.Apr 2012 to May 2017
20. Healthcompare/joppelFeb 2012 to Aug 2018
21. MelaleucaJan 2012 to Aug 2018
22. World Financial GroupDec 2011 to May 2017
23. ArbonneAug 2010 to Aug 2018
24. BeauticontrolJan 2003 to May 2017

Exams passed

• Series 65 · Uniform Investment Adviser Law2012
• Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (CA).

Csp Financial Group LLC

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

6056138

Firm CRD

310819