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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

Contact Us

Latest Blog Posts

Clone of The 12 Tips of Pre-Holiday Saving

Submitted by David White & Associates on October 8th, 2020

THE 12 TIPS OF PRE-HOLIDAY SAVING

Lifestyle, Applying for loans, Budgeting

September 11, 2019

So long summer! And hello…Santa?

  • Read more

The Work From Home Backlash is Upon Us

Submitted by David White & Associates on September 30th, 2020

The Work From Home Backlash is Upon Us

Posted September 11, 2020 by Ben Carlson

It was bound to happen.

  • Read more

Should My Child Go Back to College This Fall?

Submitted by David White & Associates on August 24th, 2020

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to online learning. Many people were laid off and furloughed with no financial backup plan. And now we’re facing the tough decision of whether to send our kids back to school in the fall. 

  • Read more

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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

*Representatives offer products and services using the following business names: David White & Associates | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Products and services are limited to residents of states where the representative is registered. 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 representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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