Build your future with a firm that invests in you
At David White and Associates, we're building lifelong careers. For over a decade, we've been recognized as one of Ameritas' top firms, but our greatest achievement is the talent we've developed and the careers we've helped launch. If you're driven by the idea of helping others, nurturing relationships, and building a financial advisory practice where you can take ownership, we'll help you make it happen.
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Financial Advisor
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Our values
Our culture is built on these values.
Mentorship
Our training and mentoring program goes beyond onboarding. We pair rising advisors with experienced mentors so you get coaching as you build your practice.
Collaboration
The best work happens when advisors partner, share knowledge, and grow together. You'll work alongside advisors who partner to support clients and team up to make strategic financial plans.
Lasting relationships
We serve business owners, individuals, and families seeking financial clarity and long-term success. You'll develop deep, lasting client relationships while building a powerful professional network.
Independence with support
You have the autonomy to build your practice while backed by a fully staffed San Ramon office, comprehensive systems, and seasoned mentors.
Hear from our team
Learn how Kirk puts clients first
Learn about Kirk's career change
Hear about continuous learning and financial planning
