David White & Associates(About Us)



	Welcome to

		David White & Associates
		Our Purpose
		Our Services
	Companies

		Insurance Companies
		Investment Companies
		Online Quotes
	Retirement Plans

		Accumulation Website
		Income Distribution Website
	Our Career

		Opportunities
	Brokerage Opportunities

		Brokers
	California Associations

		Endorsements
	Communications

		Planning Articles
		Links
		Contact Information
		Advisor Resources/Calendar
	Calculators

		Calculators
		Alameda Contra Costa Medical Association

		Sitemap

: David White & Associates

David White & Associates
Wealth Creation & Preservation
3150 Crow Canyon Place, Suite 200
San Ramon, CA 94583


Please take a moment to view "Our Purpose" Video

Wealth Creation and Preservation

Since 1971, David White & Associates has been providing Financial Planning advice throughout the Greater Bay Area.

We provide planning for individuals, small businesses and Fortune 500 companies. We also work with many California associations, including the State Bar of California with over 5,000 attorneys as clients. Wealth Accumulation, Wealth Protection & Tax Strategies encompass our planning process.

Our associates are well trained to provide many types of services and products. Some are investment advisor associates of Ameritas Investment Corp(AIC). We manage close to half a billion dollars for clients and are income distributions specialists.

We are not captive to any one idea, service or product. The client comes first.

Ameritas Investment Corp. (AIC)

Ameritas Investment Corp. (AIC) is our Broker-Dealer for trading Mutual Funds, Variable Annuities, Variable Life and Stocks and Bonds.

AIC offers many types of investment opportunities to our clients based on risk tolerance along with many sources of information to our clients, including: Asset Allocation services, Stock quoting services, Morningstar reports, and Mutual Fund tracking and reports.

Licensed for Securities Sales in California. Licensed for Insurance Sales in California.
CA Insurance LIC: 0504164
The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available.

Representatives of AIC do not provide tax or legal advice.
Please consult your tax advisor or attorney regarding your situation.

Securities and Advisory Services offered through Ameritas Investment Corp.(AIC). Member FINRA/SIPC.
AIC and David White & Associates are not affiliated.