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 Us


Advisor Resources/Calendar

Calculators



Calculators


Sitemap




: David White & Associates

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






Our Purpose
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. See our Planning Services Video

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 and 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.

m4_group-MASTER-75.jpg











Licensed for Securities Sales in California.  Licensed for Insurance Sales in California.

CA Insurance LIC: 0504164


Registered Representative

Securities are offered solely through Ameritas Investment Corp. (AIC). Member  FINRA/SIPC. AIC and David White and Associates are not affiliated.  Additional products and services may be available through your Registered Representative through David White and Associates that are not offered through AIC.  Securities products are limited to residents of states in which your Registered Representative is licensed.  This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Registered Representative from David White and Associates will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Investment Advisor Representative

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and David White and Associates are not affiliated.  Additional products and services may be available through your Investment Advisor Representative through David White and Associates that are not offered through AIC.  Securities products are limited to residents of states in which your Investment Advisory Representative is licensed. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Investment Advisory Representative. Read it carefully before you invest or send money. An Investment Advisor Representative from David White and Associates will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.



David White & Associates  |  Our Purpose  |  Our Services  |  Insurance Companies  |  Investment Companies  |  Online Quotes  |  Accumulation Website  |  Income Distribution Website  |  Opportunities  |  Brokers  |  Endorsements  |  Planning Articles  |  Links  |  Contact Us  |  Advisor Resources/Calendar  |  Calculators



Sign In

 Sign In