David White & Associates

Specialties

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. Located in San Ramon, CA, our firm manages over $ 650 million dollars for our clients, and $ 4 billion dollars of insurance business. 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 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.

History

Established in 1971.

Since 1971, David White & Associates has been trusted to provide financial planning advice throughout the Greater Bay Area.