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  Tel: 925-277-2600   info@dwassociates.com   Toll Free: 800-548-2671
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  2. Connect with DWA
  3. Video Library

Video Library

General Videos

Our message

When to apply for Social Security

Safeguard the future of your business

Financial planning for athletes

Important message for small business owners

Financial planning with eMoney services

DWA agency introduction

Charity - our relationship with The Taylor Family Foundation

 

Career Videos

Jennifer Jost on DWA's culture

Levi Satterthwaite on DWA's culture, mentoring & training

Juliet Barwick on the career as a new advisor

A message to financial advisor candidates from our founder, David White

A message from our founder, David White & our president, Chris White

Sheri Graybehl on DWA's marketing support

Chris Riel on association marketing: opening opportunities

Chris White on the DWA difference: association marketing

Kirk Dobson on success factors of networking

Oliver Orzal on the DWA difference: opening doors to markets

Samson Chan on the DWA difference: transitioning my book of business

Andy Nevin on a rewarding career that puts you in control

Don Thomas on the DWA difference: wholistic financial services

Kirk Dobson on changing careers

Miguel Delgado on transitioning from real estate to a financial practice

Oliver Orzal on changing careers

John Lane on success factors and toughing out that first year as an advisor

Brad Tarter on finding an alternative to the corporate world

Chris Riel on seeking self-reliance in a career

John Lane on joining DWA

Elizabeth Husserl on time flexibility making her career great

Sheri Graybehl on the DWA difference: being part of a great team

Elizabeth Husserl on helping women

Miguel Delgado on helping clients find fullfillment 

Brad Tarter on helping a family put the pieces back in place

Andy Nevin on impacting the lives of clients

Don Thomas on impacting the lives of clients

John Lane on the importance of listening to clients needs

Chris White on the importance of having disability insurance

Scott Pence on DWA's advisor training and mentoring

Don Thomas on the DWA advantage for new advisors

Kirk Dobson on mentoring new advisors

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Contact info

  •   3150 Crow Canyon Place, Suite 200,
    San Ramon, California 94583
  •   Los Angeles
  •   New York
  •   Tel: 925-277-2600
  •   info@dwassociates.com
  •   Toll Free: 800-548-2671

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Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and David White and Associates are not affiliated. Additional products and services may be available through your Investment Advisor Representative through David White and Associates that are not offered through AIC. Securities products are limited to residents of states in which your Investment Advisory Representative is licensed. 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 Investment Advisory Representative. Read it carefully before you invest or send money. An Investment Advisor Representative from David White and Associates will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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