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: Our Services

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




Wealth Creation and Preservation

The advisors at David White & Associates provide guidance to help you navigate today's complex financial decisions.

We provide a synergistic approach to coordinating the tax, legal and wealth strategies with attorneys, certified accountants and other divisions within David White & Associates.

Our mission is to help individuals and businesses capture the wealth they may be losing from their existing financial strategies.

Our planning process encompasses protection, savings and investing.

Our licensed professionals provide many types of services and products including Registered Investment Advisory Services from Ameritas Investment Corp. (AIC).

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Planning Services Video  


Individual & Business Planning - Individual & Business Planning
Investment Planning - Planning your Investments
Wealth Management - Our Money Management Process*A PowerPoint Presentation
Retirement Planning - Retirement Strategies
Insurance Planning - Planning for Insurance Needs.










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



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