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: Our Services

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




Planning Services Video

Wealth Management demo

  • User ID: LukeS2123 (Type in exactly)
  • Password: Clientdemo3 (Type in exactly)

  • 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

    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. 



    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 Information  |  Advisor Resources/Calendar  |  Calculators  |  Alameda Contra Costa Medical Association



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