David White & Associates
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.
We provide many types of services and products including:
Developing strategies to help you reach your goals and dreams.
Creating a guide to help you navigate the investment markets and grow your portfolio.
Helping to protect your assets against losses and uncertainties.
Creating a plan to help you enjoy financial security during your retirement years.
Looking for a career change?Category: Financial ServicesWhy not build something for yourself in equity and ownership, rather than doing that for someone else? At David White & Associates, we are looking to add to our team of financial advisors. Have you ever thought about a career in thee exciting world of finance? We are one of the largest family owned financial planning firms in the Bay Area. We have an amazing training/mentoring program giving you ...read moreContact:Phone:(925) 277-2600Fax:(925) 277-2601