Shirley White-Stevens, CFP®,CCPS 

College Counseling Services by Shirley White-Stevens, CCPS            

Ms. White-Stevens brag wall

About Shirley 

Shirley White-Stevens is a Certified Financial Planner and Certified College Planning Specialist. She specializes in investments and comprehensive financial planning including retirement planning, insurance planning and the needs of the entrepreneurial and professional woman. She has been a financial planner in Allen, TX for 12 years.

Shirley is a keynote speaker in demand at numerous meetings and workshops for businesses, credit unions, churches and professional organizations. She was a featured speaker for the DFW Financial Planning Association Symposium in May, 2009. Her topic: The New Era of College Funding – What Advisors Need to Know garnered significant interest. The material is available to clients in the workshops Shirley periodically gives. She has authored numerous articles on educational funding, and serves as an advisor for the NICCP, savingforcollege.com and the Financial Planning Association.

Involved in, and honored by, her community, Shirley:
• Was honored as the Collin County ABWA Woman of the Year in 2003
• Was nominated for the Top Ten Business Women of ABWA award for 2009 and 2010
• Was Ambassador of the year for the Allen Chamber of Commerce in 2008
• Is Ambassador Club Chair for 2010 and Member of Board of Directors
• Continually named as one of America’s Top Financial Advisors by the Consumers Research Council from 2006 – 2009
• Was honored as 2009 Woman of the Year in Finance by the American Biographical society
• Was honored as 2010 Woman of the Year by the National Association of Professional Women

     BBB acredited
     
fpa   professional development achievment
   

 

 

Shirley

Background 

I hold degrees from Ursinus College and completed graduate work at Temple Medical School and the University of North Texas.

I've been married to Derek for 43 years, am the mother of three and the grandmother of four.

So I personally know how taxing it can be to afford college.

I served as Minister of Music and Arts at Christ the Servant Lutheran Church in Allen, TX, for 15 years.