David White & Associates Email Format

Financial ServicesCalifornia, United States51-200 Employees

David White & Associates is a financial services firm headquartered in San Ramon, California, with a long-standing presence dating back to 1971. The company provides comprehensive financial planning aimed at individuals, small business owners, and executives of large corporations in the Greater Bay Area, focusing on wealth accumulation, wealth protection, and tax strategies. Clients are served through a range of services designed to help them set goals, navigate markets, safeguard assets, and plan for retirement, reflecting a broad advisory approach rather than a single product line. The firm operates as an independent advisor, with securities and investment advisory services offered through Ameritas Investment Corp., and emphasizes building individualized client relationships to navigate complex financial decisions. While its principal activities are financial planning and wealth management, the organization maintains its roots as a local advisory resource and positions itself within the broader financial services industry as a non-captive, multi-faceted provider for a diverse client base.

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