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.
See our Planning Services Video (to the right).
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.
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.