Welcome

Since 1971, David White & Associates has been providing Financial Planning advice throughout the Greater Bay Area. We offer planning services for individuals, small business owners and Fortune 500 company executives. See our Planning Services Video (to the right).

Wealth accumulation, wealth protection & tax strategies encompass our service offerings.

Our associates are trained in many services and products. A number of our agents are investment advisor representatives of Ameritas Investment Corp (AIC).  Our firm manages over a half a billion dollars for our 20,000 clients as of November 2011.  We are wealth accumulation and income distribution advisors not captive to any one idea, service or product.