Since 1971, David White & Associates has grown to be a firm of 27 advisors and 21 staff members and has been trusted to provide independent financial planning advice throughout the Greater Bay Area. We offer valuable planning services for individuals, small business owners and their executive teams, as well as to executives of Fortune 500 firms. David White & Associates is a partner of The National Wealth Group with offices in Southern California, Florida, New York and Texas which includes over 200 affiliated financial professionals.
We are proud to serve over 21,000 clients, managing over $1.2 billion in assets and $4 billion of insurance that provides protection for our clientele’s families, businesses and estates.*
We enjoy giving back to the community by being actively involved in over 70 charities such as Habitat For Humanity, Terrance Kelly Youth Foundation, Alameda Meals on Wheels, Young Life, ASPCA, Leukemia Foundation, food banks, Toys for Tots, ARF, and The Taylor Family Foundation, to name a few.
We are wealth accumulation, wealth protection and wealth distribution advisors not captive to any one idea, service or product. Our professionals can assist you with many aspects of the financial planning process.
* As of January 2021.
Representatives offer products and services using the following business names: David White & Associates - insurance and financial services | 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 and Associates or any other entity mentioned herein.