David White & Associates

WELCOME

Since 1971, David White & Associates has been trusted to provide financial planning advice throughout the Greater Bay Area. We offer valuable planning services for individuals, small business owners and Fortune 500 company executives. Our firm manages over $650 million dollars for our clients. We are wealth accumulation and income distribution advisors not captive to any one idea, service or product.

Our credentialed and skilled Financial Professionals strive to build relationships with each client in order to provide guidance to help navigate today’s complex financial decisions.

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 make your financial plans and dreams a reality.

3150 Crow Canyon Place, Suite 200 | San Ramon, CA | 94583

Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC ( www.finra.org / www.sipc.org ). AIC and David White & Associates are not affiliated. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of California.

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.