WELCOME
Since 1971, David White & Associates has grown to be a firm of 27 advisors and 21 staff members and has been trusted to provide independent financial planning advice throughout the Greater Bay Area. We offer valuable planning services for individuals, small business owners and their executive teams, as well as to executives of Fortune 500 firms. David White & Associates is a partner of The National Wealth Group with offices in Southern California, Florida, New York and Texas which includes over 200 affiliated financial professionals. We enjoy giving back to the community by being actively involved in over 70 charities such as Habitat For Humanity, Terrance Kelly Youth Foundation, Alameda Meals on Wheels, Young Life, ASPCA, Leukemia Foundation, food banks, Toys for Tots, ARF, and The Taylor Family Foundation, to name a few. We are wealth accumulation, wealth protection and wealth distribution advisors not captive to any one idea, service or product. Our professionals can assist you with many aspects of the financial planning process. Our credentialed and skilled Financial Professionals strive to build relationships with each client to provide guidance to help navigate today’s complex financial decisions. We use a synergistic approach to coordinating your tax, legal and wealth strategies while working closely with your attorneys and tax professionals. Our mission is to offer dedicated, creative and professional financial problem solving. We provide many types of services and products including:
• Developing strategies to help you reach your goals and dreams.
• Creating a guide to help you navigate the investment markets and grow your portfolio.
• Helping to protect your assets against losses and uncertainties.
• Creating a plan to help you enjoy financial security during your retirement years. David White & Associates has the power
to help make your financial plans and dreams a reality.
2000 Crow Canyon Place, Suite 250 | San Ramon, CA | 94583
Representatives offer products and services using the following business names: David White & Associates–insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC–securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
