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Helping individuals and businesses

Grow and protect their wealth

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

 

Wealth. Growth. Success.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

 

The Person is the plan.

Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

 

Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

 

Wealth. Growth. Success.

Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

 

The Person is the plan.

 

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WELCOME

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.

David White & Associates is a member of the Expert Network©

 

Home

Dream...

Developing strategies to help you reach your goals and dreams.

Grow...

Creating a guide to help you navigate the investment markets and grow your portfolio.

Protect...

Helping to protect your assets against losses and uncertainties.

Enjoy...

Creating a plan to help you enjoy financial security during your retirement years.

Looking to learn more?

Get in touch today

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Latest Blog Posts

What is Zombie Debt?

Submitted by David White & Associates on January 15th, 2019

Zombie debt is old debt that is typically written off as bad debt by the original creditor and then later sold to collection agencies for pennies on the dollar. Most of the debt sold is years old and cannot legally be collected, though many consumers are unaware of the statute of limitations for legal collection of this debt.

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Getting Started in the Stock Market

Submitted by David White & Associates on January 15th, 2019

Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stock market, for those trying to decide whether to invest in stocks, the volatility alone gives them pause. A lot of people are too risk averse to be comfortable investing in the stock market.

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What is Credit and Why is it so Important?

Submitted by David White & Associates on January 15th, 2019

Who hasn't heard some or all of the following?

Be sure to check your credit score periodically.

Apply for a credit card so you can establish credit.

Your credit score dropped.

Your credit score rose.

What exactly does any of this mean and what is considered a good credit score?

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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

Contact us

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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